Create a Checklist in the Service
- Go to Setting and open Services.
- Select a service.
- Click on the Checklist tab.
- Click “+ Add Step” button and fill in (click again for adding more steps).
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Create Recurring Service
Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle ‘Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: • Creation Date: ...
Create a Service
Open the Main dashboard. Go to Setting and open Services. Click on “+New” button. Provided Service Name Like GST, ITR, Audit, etc. Click the Next button. Enable the service (is enabled?) or (Is Recurring?) Select user(s) and fill in billing details. ...
Create a Custom Field in Service
Go to Setting and open Services. Select a specific service. Go to the Custom Fields tab. Click on “New Custom Fields” button. Fill required custom field and select Field type. Input option for filling details and Select option for an objective. ...
Import Services (Add Services in Bulk)
• Go to Services and click on Imort Button. • Click on the 'sample excel file' link, highlighted in blue. • Download the Excel file. • Open the downloaded file. • Column A: Enter the service name. • Column B: Select 'Yes' or 'No' to enable the ...
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 ...