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Tasks
Track and report on your agency's work flow with our "Tasks" module
14 articles in this collection
Written by
Matthew Davis
and
Francis Cloutier
How To
Create a task list
Click "Add Task List", give your list a name, and click "Add".
Written by
Matthew Davis
Updated over a week ago
Create a task
Click the editable area next to the "bullet" in your desired task list, then type your task name and click "Save".
Written by
Matthew Davis
Updated over a week ago
Delete a task list
Delete every item in the task list, and the task list itself will be automatically deleted.
Written by
Matthew Davis
Updated over a week ago
Delete a task
Hover over the task in question, and click the red "X" button to the far right.
Written by
Matthew Davis
Updated over a week ago
Create deadlines for tasks
Hover over the task in question, click the "pencil" icon, and select your due data from the calendar.
Written by
Matthew Davis
Updated over a week ago
Assign a task to a team member
Hover over the task in question, click the "pencil" icon, select the assignee from the drop down.
Written by
Matthew Davis
Updated over a week ago
Mark tasks as complete
Tick the "bullet" to the left of the task item to mark it as "complete".
Written by
Matthew Davis
Updated over a week ago
Mark tasks as incomplete
Navigate to the "complete" tab, and tick the radio button to the left of the item in question.
Written by
Matthew Davis
Updated over a week ago
Overviews
Tasks Overview
Everything you need to know about our tasks feature.
Written by
Francis Cloutier
Updated over a week ago
FAQs
Can I assign a task to a client?
Yes, assign a task to a client in the same way that you would assign to a staff member.
Written by
Matthew Davis
Updated over a week ago
Can you edit the name of a task list once it's been created?
This is not currently possible, but will be in the future.
Written by
Matthew Davis
Updated over a week ago
Can I create a recurring task?
No, but this feature is on our roadmap.
Written by
Matthew Davis
Updated over a week ago
What is the difference between a task and a task list?
A task list organizes individual task items thematically.
Written by
Matthew Davis
Updated over a week ago
Can I create task templates?
No, but this feature is on our roadmap.
Written by
Matthew Davis
Updated over a week ago