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• Creating a Task

  Tasks help us schedule and manage office staff's appointments and other office-related tasks. Client related tasks can be created individually on the client's profile. To create a task, please click on the "Create New Task". “Schedule an Appointment” window helps to set an appointment with the client. ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/task-2png_6zSome readers

• Task Category

  In the “Task Categories” section you will have access to the list of categories that are used for the tasks. The “Task Categories” can be added and edited. To edit the existing category, please click on the “Pencil” icon. To disable the existing category, please click on the “Eye” icon. To add a new category, please click on the green “Plus” sign in the top right corner. In the pop-uSome readers

• Tasks

  In the "Tasks" section you can find all the tasks that have been created previously. Here you can find complete information about the task. If you click on the “Location” icon in the top right corner, you will be directed to the “Tasks Map”. If you click on the “Eye” icon, you will be able to change the task status. If you click on the “Pencil” icon, you will be forwarded to a page whereSome readers

• Tasks Map

  “Tasks Map” provides information about the current tasks on the map. When you navigate to the tasks map, Google map opens with the tasks on it. Different task categories have different colors on the map according to the task type. If it is a scheduled task, the task has the date of the scheduled appointment on it. If you click on the task, in the pop-up window you will see information about thFew readers