AgencyAnalytics

Matthew Davis

Track and report on your agency's work flow with our "Tasks" module

Click "Add Task List", give your list a name, and click "Add".

Click the editable area next to the "bullet" in your desired task list, then type your task name and click "Save".

Delete every item in the task list, and the task list itself will be automatically deleted.

Hover over the task in question, and click the red "X" button to the far right.

Hover over the task in question, click the "pencil" icon, and select your due data from the calendar.

Hover over the task in question, click the "pencil" icon, select the assignee from the drop down.

Tick the "bullet" to the left of the task item to mark it as "complete".

Navigate to the "complete" tab, and tick the radio button to the left of the item in question.

Everything you need to know about our tasks feature.

Yes, assign a task to a client in the same way that you would assign to a staff member.

This is not currently possible, but will be in the future.

A task list organizes individual task items thematically.

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