Tasks
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 ...
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.
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 ...
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 ...
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)
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