Task Bucket in ALGOCRM | Automate Multiple Tasks in One Click (Hindi)

🗂️ Learn how to use the Task Bucket feature in ALGOCRM to automate repetitive task creation and improve workflow consistency across Enquiry, Support, and Contract modules.

Task Bucket allows users to create a reusable set of tasks that can be automatically applied manually or through pipeline stages — reducing manual effort and ensuring process standardization.

In this tutorial, you’ll learn:
✅ How to create Task Buckets in ALGOCRM
✅ Add multiple tasks inside a bucket
✅ Configure Description, Assign To & Remarks
✅ Apply task buckets manually in forms
✅ Associate task buckets with pipeline stages
✅ Automatically generate tasks on form submission
✅ Manage task automation in Web & Mobile App

📍 Navigation:
Task Config → Bucket List

🔹 Key Features:
✔️ Reusable grouped task templates
✔️ Automatic task generation
✔️ Stage-based task automation
✔️ Consistent workflow execution
✔️ Reduced manual task creation
✔️ Works in Enquiry, Support & Contract modules
✔️ Mobile app support for bucket tasks

🔹 Methods to Add Task Bucket:
1️⃣ Manual Method
✔️ Add bucket directly from Enquiry/Support/Contract form
✔️ Tasks are auto-created after form submission

2️⃣ Stage-Based Method
✔️ Associate bucket with pipeline stage
✔️ Tasks are automatically created when stage is applied

🔹 Example Use Case:
Sales Enquiry Process

Bucket Name:
📌 Initial Follow-up Tasks

Tasks Included:
✔️ Call Customer → Assigned to Sales Rep
✔️ Send Brochure → Assigned to Marketing
✔️ Schedule Demo → Assigned to Sales Rep

📌 Result:
When a new enquiry is created or moved to “New Lead” stage:
✔️ All tasks are automatically generated in Task Module

📌 Important:
If admin later modifies the bucket:
✔️ Existing records remain unchanged
✔️ Updates apply only to future usage

This tutorial is ideal for:
✔️ Sales Teams
✔️ Support Teams
✔️ CRM Administrators
✔️ Business Owners
✔️ Workflow Automation Teams

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