Tasks are records used to track work items that need to be completed within a certain time. It can be assigned to you or to another person in your organization. There are two different types of task in NetSuite.
- CRM Tasks
- Project Tasks
CRM Tasks
You can create a task record and assign it to an employee for completion or create a task and then assign it to yourself as a reminder. Each record contains details about the work that needs to be completed. If you were assigned a task, you can change or update information by clicking Edit next to a task from the tasks list. You can also update the status of your tasks as you make progress or complete them.
Project Tasks
You can create a project task record only if you use the Project Management feature. Each project task represents an individual work item that must be completed to finish a project and can only be created on a project record. Project tasks are used to facilitate project planning.
CRM tasks may be associated with a project but are not considered part of the project’s schedule unless they are explicitly included using the Include CRM Tasks in Project Totals box