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 ...
Checklist
What is a Checklist? A checklist is a set of predefined steps or processes required to complete a task. It provides clear, step-by-step instructions to assist your users in completing their tasks efficiently. Example: For a task like Accounting, the ...
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 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 ...
Create an Invoice
Go to Invoices, and Click on “+New” button. Search and click on the client’s name. Enter the date of invoice, invoice no., payment term and due date. Select the task(s) you are invoicing and click the Save button. Your invoice has been generated.