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 with administrator right canconfigure tasksfrom the parameters.

You can create and view the tasks assigned to you in 4 ways:

1. 1. On your dashboard

2. In the Tasks menu

3. On thefiles

4. On the page of a contact

• Related Articles

• Export or print your tasks

  Via the Via thepage Tasksit is possible to print the list of tasks or export it to a file that you can open with a spreadsheet (example: Microsoft Excel, Open Office, etc. ). To export click on theExport button(1), and to print click on thePrint(2)

• 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 ...

• Delete a task

  Once oncethe end of the affair summary, it is possible to thechangeor delete it. This deletion can be done from the sheetcontact/clientor from thefileor themenu Tasks. To delete a task: Go to yourcontact/client sheetor on your folder or in the Tasks ...

• 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 ...