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
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
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
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
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
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
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
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
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
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
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
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
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
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
Updated over a week ago