Create reminders and tasks for yourself or other team members to stay on top of your daily work!
Tasks is automatically enabled in your Dashboard. If you don't want to use tasks, you can turn it off by going to Profile > Tools > Settings > scroll down to Tasks and toggle off.
1. Create a task
Click the icon in the top right hand corner
Then click "Create a Task"
2. Enter the information
Fill out all of the necessarily information (you can edit this later)
Note: when you associate an item (last field) it will link the task. For example, if you enter a client name, it'll add that client to the task, so that you can quickly click the client name to go to their profile
The client will not know they are tagged to a task
3. View Tasks
Click the icon > view tasks
You'll be able to view tasks that you assigned and assigned to you
Some permissions will allow you to see all tasks
There are 4 tabs based on the status of the task
Click the 3 dots to take action on the task like editing or duplicating
Click view allows you to see more details
You can change the status right from this table too
4. Alerts
Create email/text alerts by creating automations (link to article)
You can have alerts for when a task is completed, updated, etc.