How can I manage my tasks?

How can I manage my tasks?

The Tasks section helps you stay organized and manage your professional tasks efficiently. It provides a clear overview, allowing you to track deadlines, prioritize tasks, and maintain record confidentiality.


Organizing Tasks

To make task management simple, tasks are grouped into these categories:
  1. All tasks: See all the tasks you’ve created.
  2. Today: Quickly access tasks scheduled for today.
  3. Upcoming: View tasks coming up soon to plan ahead.
  4. No date: Find tasks without assigned deadlines.

Creating and Managing Tasks

You can create and manage tasks directly from the Tasks section in the left-hand menu. Key features include:

  • Link to a record: Assign tasks to a specific client record when creating them. You can also create tasks directly within a client record under its Tasks section.
  • Set deadlines: Add due dates to keep your tasks organized and ensure nothing is missed.
  • Edit anytime: Adjust deadlines or change the assigned record whenever needed.

Notes
Tasks cannot be added to records you do not own. For example, you cannot associate a task to a record that is shared with you.