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.
  

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.

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