Stay on top of every detail with built-in task management. Create tasks, set due dates, and link them directly to your customers so nothing slips through the cracks. With all your tasks in one place and smart reminders to keep you on schedule, you’ll boost productivity, stay organized, and deliver consistent, reliable service every time.
How to create a task
Follow these simple steps to add a task:
Click the +New button at the top of the main navigation menu.
Click Task.
Enter a name for the task.
Under Link to contact, start typing a client's name to link the task to a specific client (optional).
Enter a Due date (optional).
Enter a Time (optional unless a due date is selected).
Select a team member to assign the task to (optional).
Click Save.
How to mark a task as completed
After completing a task, you can easily mark it as completed by checking the box next to the task.
