# CRM tasks, school visits, demo classes and meetings > Give your team tasks with due times, and book school visits, demo classes or meetings on an enquiry with WhatsApp invites and reminders. Source: https://pathshala.mjxtechnologies.com/docs/crm/tasks-and-meetings/ In MJX CRM, **Tasks** are the to-dos of your team (call back, send fee details, send brochure), and **Meetings** are the visits, demo classes and call-backs booked with an enquiry. Both can be linked to an enquiry (lead, for a business) and both show on CRM home and My work. The Meetings menu row uses your organisation's word: **School visits** for a school, **Campus visits** for a college, **Demo classes** for coaching, tuition and institutes, and **Meetings** for a business. ## Tasks > [!PATH] Apps › MJX CRM › Tasks ![Tasks page with the Open, Today, Late, Upcoming, No date and Done tabs and the + New task button marked](media/crm/tasks-and-meetings-1.jpg "Apps › MJX CRM › Tasks › + New task") ### Views | Tab | Shows | |---|---| | Open | Every task not done | | Today | Due today | | Late | Past their due time | | Upcoming | Due on later days | | No date | Open tasks with no due date | | Done | Finished tasks | Use **Everyone** (owner, admin) or **My team** (staff) and **Mine** to switch whose tasks you see. Staff see their own tasks, tasks they created, and the team's unassigned ones. ### How to add a task 1. Press [[+ New task]] (or add one from an enquiry's page). 2. Pick **What it is**: Call, Send proposal, Send fee details (Send price details for a business), Send brochure, Book a school visit / Book a demo class / Book a meeting, or Other. 3. Under **What needs doing**, keep the suggested title or write your own, e.g. "Call Meena back about the fee". 4. Set **Due** — or use a quick time: **In 1 hour**, **Today 12:00 pm**, **Today 5:00 pm**, **Tomorrow 10:00 am**. 5. Choose **Priority**: Normal or ❗ High. 6. Under **Give it to**, pick a person, or **Nobody yet (team)**. 7. Add **Details (optional)** and press [[Save]]. > [!SUCCESS] > The task shows in its tab, with "Late · " in front once its time has passed. Tick it, or press [[Mark done]], when finished; [[Reopen]] brings it back. ### Rules | Rule | Detail | |---|---| | Title | Up to 200 characters ("Write what has to be done." for Other) | | Details | Up to 2,000 characters | | Who may change it | The person it is given to, its creator, or an admin | | Who may delete it | Its creator or an admin | | Staff giving tasks | "You can give a task only to yourself. Ask an admin to give it to someone else." | Some tasks are made for you: a missed call on a missed-call number makes a high-priority call-back task due in 30 minutes, and a no-show makes a "Rebook" task. ## Meetings, visits and demo classes > [!PATH] Apps › MJX CRM › Meetings ![Meetings page; the sidebar row, here called School visits, is marked](media/crm/tasks-and-meetings-2.jpg "Apps › MJX CRM › Meetings (School visits)") (The row reads School visits, Campus visits, Demo classes or Meetings.) ### How to book a meeting on an enquiry 1. Open the enquiry and press the booking button (for example **Book a school visit** or **Book a demo class**). 2. In **Book a meeting**, pick the kind: 🏫 **Visit**, 🎓 **Demo class** or 📞 **Call-back**. 3. Set **When** and **How long** (15 min, 30 min, 45 min, 1 hour, 1½ hours). 4. Choose **In person** or **Online**. For online, pick **Make a Google Meet link**, **Use your saved link** or **Paste a link**. 5. Owner and admin: choose **With** — **Me** or **Nobody yet**. 6. Add a **Note (optional)**, e.g. "Bring last year's marksheet", and press [[Book]]. If another meeting is already booked at that time, you see "Another meeting is already booked at that time (1). Book anyway?" — press [[Book anyway]] to keep both. > [!SUCCESS] > The meeting shows on the enquiry and on the Meetings page under **Today** or **Upcoming**. ### The Meetings page | Tab | Shows | |---|---| | Today | Today's bookings | | Upcoming | Coming up | | Next 7 days | The coming week | | Past | Earlier meetings, including those still marked "booked" | Each meeting card has: | Button | What it does | |---|---| | [[Send invite on WhatsApp]] | Opens WhatsApp with the invite written; once pressed it reads "Invite sent ✓ — again" | | [[Send tomorrow’s reminder]] | The day-before reminder; then "Reminder sent ✓" | | [[Came]] / [[✗ Did not come]] / [[Cancel]] | Marks how it went | | [[Move it]] | Reschedule to a new date and time | | [[↻ Rebook]] | Book again after a no-show | | 📅 Calendar file · Google Calendar ↗ · Join link ↗ | Add it to a calendar (an `.ics` file), or open the online link | > [!NOTE] > 💬 Invites and reminders open WhatsApp with the message written — you press send. MJX sends the "meeting in 30 minutes" nudge to your team by itself. ### Rules | Rule | Detail | |---|---| | Phone needed | "This lead has no phone number — add one before booking." | | Time | Not in the past ("That time has already gone.") | | Staff | Can book only for themselves; see meetings given to them, booked by them, or not given to anyone | | Owner, Admin | Book for anyone and see every meeting | | Who may change it | The person it is with, who booked it, or an admin | | Google Meet | Only from your own connected Google account (Settings) | ## Who can use it? Tasks and meetings are part of MJX CRM on every plan. Anyone with access to the CRM can use them for the enquiries they can see. ## Tips - Give every open enquiry one task with a due time, so nothing waits without an owner. - Send the reminder the evening before a visit — fewer families forget. - Check **Past** each week for meetings still marked "booked" and mark how they went. - See everything due today in one list on [My work](crm/work-queue-and-response-time). ## Questions people ask ### Does the parent get the meeting invite automatically? No. Invites and reminders open WhatsApp with the message already written, and you press send. The screen records that it was sent. ### Does my team get a reminder before a meeting? Yes. MJX sends a "meeting in 30 minutes" alert to the bell and to the phones of the person it is with, by itself. ### What happens when someone does not come? Mark "Did not come". A task "Rebook …" is made for the person the meeting was with, due the next morning. ### Can staff give tasks to other people? Staff can give a task only to themselves. The owner or an admin can give a task to anyone. ### Can I make a Google Meet link? Yes, when your organisation's own Google account is connected in Settings. Otherwise paste a link or use your saved online link.