Add Note or Comment on the Task
- Open Task dashboard.
- Click on the task.
- Find notes under the task details tab.
- Enter notes or comments and click on the Post button.
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Monitor Task Activity or Task History
Open task dashboard. Select the task and click the Task History tab. Under task history, monitor each activity of the task.
Create New Task
Open Task dashboard. Click on (+ New) button. Enter the Task details such as Client, Service, and Due date of the task. Select the User(s) and Tags. Save the task.
Change Task Status
Open Task dashboard. Click on the Service Name. Click on the Task status dropdown ▾ to change the status. (Next to service name)
Add New Log Time
Open task dashboard. Select the task and click on the Timelog tab. Click on “+ Log Time” button. Fill work details of the task. Select “Start time” and “End time” of working on the task. Time spent appears in the "Hours Spent" column. Click the Save ...
Upload the Task Documents
Open the Task dashboard. Click on the Serivce name. Open the Document tab. You can drop or upload the Documents such as GST Acknowledgement, ITR Submission file, Audit reports etc.