Tasks and projects
How to create a task
Create a task with a clear title, link it to a customer or project, assign it and follow it until the work is done.
Step by step
- Open Tasks
Go to Tasks from the platform navigation.
- Create a new task
Click create and give the task a clear title.
- Add a customer or project
Link the task to the relevant customer or project.
- Assign responsibility
Choose employee, deadline and priority.
- Save and follow up
Save the task and follow its status through the work.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.