Abstract: Systems and methods of managing tasks within a customer relationship management system. A user with appropriate permissions who is assigned a task can create subtasks subordinate to the assigned task in order to delegate responsibility for completing the task. An owner of a task can seek input from other users by creating an approval route. A user interface is provided to display tasks assigned to a user in an approval route, and to allow a user to provide feedback on tasks assigned to them without having to sort through irrelevant information.

Abstract: The present disclosure relates to management of information and relationships. In an embodiment, a management device can include a computer memory configured to store a set of tasks and a set of assignment templates. The management device can further include a processor configured to retrieve a task of the set of tasks and an assignment template of the set of assignment templates, parse the contents of the assignment template, and assign the task to a set of users based on the parsed contents of the assignment template. The assignment of the task to the set of users may include loading the contents of the assignment template into a data structure that stores the task. Additionally, the assignment of the task to the set of users can include linking the assignment template to the data structure that stores the task. The format of the data structures may include extensible markup language.