Tasks are a way to assign and manage tasks for individual users or groups of users in a business, or roles within a business.

To set up Tasks, navigate to Tools > My Tasks on the menu bar.

In the My Tasks menu, you can view all current tasks and add new tasks. Click the Add Task button to open the task editor.

In the New Task dialogue, select the task type, status, assignment, due date and notes.

Clicking Save will create this new task. In the tasks tab, the new task will appear. Hovering over it will reveal a complete and delete button, which can be used to mark the task as finished or remove the task completely.

An easy way to view your tasks is by adding the Task Widget to your homepage.

Using the Task Widget


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