Track and report on your agency's work flow with our "Tasks" module
By Matthew and 1 other2 authors14 articles
Create a task listClick "Add Task List", give your list a name, and click "Add".
Create a taskClick the editable area next to the "bullet" in your desired task list, then type your task name and click "Save".
Delete a task listDelete every item in the task list, and the task list itself will be automatically deleted.
Delete a taskHover over the task in question, and click the red "X" button to the far right.
Create deadlines for tasksHover over the task in question, click the "pencil" icon, and select your due data from the calendar.
Assign a task to a team memberHover over the task in question, click the "pencil" icon, select the assignee from the drop down.
Mark tasks as completeTick the "bullet" to the left of the task item to mark it as "complete".
Mark tasks as incompleteNavigate to the "complete" tab, and tick the radio button to the left of the item in question.
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.
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.
Can I create a recurring task?No, but this feature is on our roadmap.
What is the difference between a task and a task list?A task list organizes individual task items thematically.
Can I create task templates?No, but this feature is on our roadmap.