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