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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.
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.
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.
Create Recurring Task
To create recurring tasks, you must first create the recurring service. Please refer to the article "How to Create Recurring Service" After creating the recurring service, you need to assign the service to your clients: Go to the client dashboard and ...