In a dynamic work environment, it is crucial for successful team management not only to assign work, but especially to define, monitor and evaluate it. SMART planning - i.e. assigning tasks that are specific, measurable, achievable, relevant and time-bound - provides a solid framework for effectively achieving company goals. CRM Mango simplifies this process significantly - thanks to modules such as tasks, projects, alerts and reporting.
SPECIFIC - specific - clearly defined task
When creating a task in the Tasks module in CRM Mango, you can describe in detail what exactly needs to be done - from scope, responsibility, deadlines, attachments, and even sub-tasks and comments from colleagues.
Tip from us: Bet on precise name (for example: update product price list by May 30, 2026). This precise name prevents confusion and reduces the time for clarification.
MEASURABLE - how will you know it's done?
CRM Mango allows you to mark a task as completed, track the progress or priority of the task. You can also set a planned completion date and track whether the task was completed by the required deadline. Using the filters that CRM Mango offers, you can create a report of your companies with tasks that are not completed, before the completion date, after the completion date, that are reported by you or that were reported to you. A quick and handy overview in a few minutes.
ACHIEVABLE - delegate and set realistic expectations
Monitoring team workload can tell us who has a lot of tasks with close deadlines. We can more effectively reassign these tasks, delegate them to other people. We can also see on the timeline whether a person is really doing the assigned tasks or just pretending not to have time. We can create subtasks from tasks and delegate them to a wider group of people.
RELEVANT - relevant - related to the company's goals
You can assign each task to a company, to a specific store, create an activity from a task. Management can always find under a specific store (customer) what tasks have been created and whether they have been completed. All these tasks should be directed towards the team's business strategy and achieving company KPIs.
TIME-BOUND - time-bound - no unfinished business
CRM Mango allows you to set a specific deadline for a task and sends daily notifications regarding the upcoming task deadline. Automatic reminders will ensure that you don't forget anything even if you want to :).
KEY ATTRIBUTES OF CRM MANGO FOR SMART PLANNING - description and link to SMART
1. Tasks
Full task description, attachments, comments, delegation - serves as the basic environment for SMART tasks.
2. Task notifications
Email notifications when attributes, assignments, deadlines or comments change - guaranteed timeliness and clarity.
3. Daily notifications
Automatic morning reminders for assigned and upcoming tasks.
4. Calendar and planner
Drag-and-drop task scheduling to a team or individual calendar - ideal for setting real-time deadlines.
5. Reporting and occupancy
Tracking the timeline, user activities, and time distribution - useful for planning task availability.
Case study from practice
A company with a 5-member service team has started a project - task : summer maintenance 2025. They divided tasks among the team by region, specific people had SMART tasks set - complete the inspection of 20 objects by August 31, 2025.
- Timely notifications ensured that no one forgot their tasks.
- Utilization and work were recorded through activities in a clear timeline, so management knew how the team was progressing.
- After the project was completed, management was able to assess that 90% of the tasks were completed within the summer maintenance on time. The rest were not completed on time due to the greater workload of some team members. Better redistribution of tasks in the next project resulted in a higher percentage of project success, less team overload, and higher satisfaction.
Strategy for meeting goals
SMART planning combined with CRM Mango ensures clarity, consistency and traceability. Exactly what an effective manager needs. Thanks to integrated modules, it is a living and dynamic system, not static tables. Automatic notifications and regular reporting save time and eliminate the error rate.
A tip from us at the end: Start with one pilot SMART task, monitor the results and gradually implement the principles throughout the team - the results will come faster than you think.
