Glossary
The glossary keeps terms consistent between the portal interface and documentation.
| Term | Meaning |
|---|---|
| Task | A work item with an assignee, deadline, description, files, and discussion. |
| Assignee | The user responsible for completing the task. |
| Reporter | The user who created or assigned the task. |
| Co-executor | A user who participates in completing the task. |
| Observer | A user who follows task progress without primary responsibility. |
| Comment | A message in a task or related entity discussion. |
| CRM | The section for customer entities and sales workflows. |