Tasks keep your team organized. Create tasks for follow-ups, reminders, and daily to-dos. Assign them to yourself or other team members and track completion.

Creating a Task

  1. Click New Task
    From the dashboard or task panel, click New Task.
  2. Enter Task Details
    Fill in: Title (what needs to be done), Description (details), Due date, and Priority (Low, Normal, High, Urgent).
  3. Assign It
    Assign the task to yourself or select another team member from the dropdown.
  4. Save
    Click Create Task. The assigned person will see it in their task list.

Managing Your Tasks

Your task list shows all tasks assigned to you, sorted by priority and due date:

  • Mark complete — Check the box next to a task when it's done
  • Edit — Click a task to update details, change due date, or reassign
  • Delete — Remove tasks that are no longer relevant
  • Filter — View by status (Open, Completed), priority, or assignee

Tip: Use tasks for client follow-ups. After a visit, create a task like "Call John Smith re: follow-up appointment" with a due date for next week.

Quick Reference

ActionHow
Create taskNew Task → fill details → Create
Complete taskCheck the completion box
View all tasksSidebar → Tasks
Filter tasksUse status/priority/assignee filters