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Creating a task
For more flexibility, it is possible to create your tasks in 4 places: from yourDashboard from yourfiles from your recordscontacts / customers from the menuTasks Here, the task will be created from afile. Caution: the tasks on the Customer sheets ...
Edit an existing task
Once thetask, it is possible to modify your tasks from 3 places: from yourDashboard from yourfiles from your recordscontacts / customers Click on a task: Make changes before clicking onRegister: It is also possible todelete a task.
Duplicate a task
You have the opportunity to quickly duplicate an already existing task, regardless of its status: Go to the list of tasks ofmenu Tasksorthe "Tasks" tab of a folder or contact sheet Click the action button that appears to the right of the task to be ...
Presentation of Tasks
The tasks will allow you to: to organize your days intasksto be accomplished ofassign tasksto other members of the cabinet to follow where a task is based on its status to have task reminders by email ofcreate a billable activity from the task Users ...