Let's Access Team Tasks
You can assign tasks to yourself and to your team members.
It's simple and quick to assign, edit, and update tasks for your business.
In this support article, we show you step-by-step how to access tasks for your team.
1. Log in to your account and click on Task on the top of your dashboard menu.
2. You will be directed to your task manager.
Click on My Tasks located in the upper left-hand corner of the page. This will show your tasks that have been assigned to you.
Click on All Tasks to view tasks assigned to you and your team members.
To create a new task, click on +Tasks located at the top of the page.
A pop-up box will appear. Click on the boxes provided and type in the information about your task. Click on Add Task when finished.
Click on Incomplete next to the filter. You can select an option to view your tasks that are incomplete, completed, due today, or all.
Click on Type located next to filters and select the type of task that you may have in your manager. You can choose from All, Misc, Email, Letter or Phone Call.
Click on a task to view the details.
A pop-up box will appear. Click on the box in the center to edit the task.
You also can create tags for tasks. Click on the center boxes and in type in a project name, a contact, and/or a property that you would like to tag within a task.
Additionally, you can include comments within the task. Click on the box under comments and type in a comment. Click on Add Comment when finished.
If the task been completed, click on Mark as complete. Or click on Delete Task to delete the task.
You can categorize tasks based on projects.
Click on the search bar under projects and select your project. Or click on + to create a new project.
You can categorize tasks based on contacts. Click on the search bar under Contact Tasks to search and select a contact.
You can categorize tasks based on properties. Click on the search bar to search and select a property.
We appreciate you taking the time to learn about team tasks!
If you have any questions or comments on any of the information above, please feel free to reach out to us at any time at firstname.lastname@example.org.