Our Task Manager allows you to view all your tasks in one place. You can see what tasks are due for an upcoming month, review tasks you need to complete or look at an archive of completed tasks to see your progress. Using our Task Manager will help keep you and your business organized.


Due Tasks

Navigate to your "Tasks" by selecting the icon with a check on the left-hand navigation bar. You will be brought to the "Tasks: Due" by default. In here, you will see tasks sorted by the due date, contact, type, and description. When you start managing many tasks, you can use the filters on the right-hand side to search and browse the specific tasks you are looking for.

To edit a "Task," select the three-dot menu located on the right-hand side of the Tasks table. You can view the contact, edit, delete and quickly mark the task as complete within this menu. For now, let's click "Edit Task," and we can review your options.

The "Edit a Task" modal will open, and you will have a few options to choose from. You can edit the type, due date, details, or check off the task and mark it for completion. Marking it for completion will move it from the "Due" section into the "Completed" area of the Task Manager.

Completed Tasks

Completed tasks are an archive of tasks marked for completion. We always recommend saving your completed Tasks. However, if you want to, you could choose to delete a task you completed. Just note that once deleted, you cannot bring it back.

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