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How do I add a new type of task?

Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard.
Click on the “add new task” button on the right-hand side of your screen.
Select the “task type” drop down menu.
Begin typing the name of the task you would like to add to the menu.
As you type the new task type, a button will pop up that says “add new item," select that button to add new task type.
Proceed to complete the rest of the fields in the task window.
Click save.

What Should I Name My Task?

You can use the task name as a simple reminder of what the task is about. Some customers use this fi...
Is adding a customer to a task required?

No, you do not. You would want to connect a customer to a task that is part of your workflow for the...
Creating your 1st Task

Navigate to the task menu by selecting the “task” button from the left-side menu on your...
How do I set or adjust task reminders?

From the dashboard navigate to the settings menu by clicking on the “settings” tab on t...
How do I send task email or sms reminders to a customer?

Navigate to the task menu by selecting the “task” button from the left-side menu on your...