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Articles on:Tasks
Tasks Creation and Management

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  • Release Notes
  • Getting Started
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  • Create a New Task / Schedule Appointment on the Web
    The Tasks feature helps to schedule and manage office staff's appointments and other office-related tasks. Intuitive and easy to use, users can create tasks in just a few clicks or assign tasks to team members. The feature offers a flexible scheduling interface, allowing users to easily view available time slots and book appointments based on their availability. Create a task There are several ways to create tasks on the web: Client related tasks can be created individually on thSome readers
  • Task Categories
    In the “Task Categories” section you have access to the list of categories that are used for the tasks. The “Task Categories” can be added, edited and disabled. To edit an existing task category, click on the “Pencil” icon. To disable an existing category, click on the “Eye” icon. To add a new category, click on the green “Plus” sign in the top right coFew readers
  • Tasks Map
    “Tasks Map” provides information about the current tasks on the map. If you click on a task pin on the map, in the pop-up window you'll see information about the task. ||Few readers
  • Tasks Section
    Tasks Module is specifically designed to help businesses manage their tasks and projects effectively. It allows users to manage and track tasks and projects, reassign tasks to team members, set deadlines, and monitor progress. You can access the "Tasks" section from the "Tasks" module. In the "Tasks" section you can find all the tasks that have been created previously. If you click on the “Eye” icon, you can change the task status, add a note or see details. If you click onFew readers

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