Related Articles
Create a To-Do under the Task
Some tasks take a long time to complete, and multiple works are under a single task so users can make the task simple by using To-do. Open task dashboard. Select the task and click on To-Do tab. Click on “+ New To-Do” button. Type your to-do and ...
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 ...
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.
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 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.