Creating Tasks is the fourth step in the Quick Start process (after Add a contact, Create a project, and Create a quote). Tasks help keep you on track with the project while you wait for your client to approve the quote. Once you receive approval, you are ready to create a purchase order based on the quote.
Add task
You can click on Add task anywhere on the screen to display the add task pop-up. See the Add Task article for more details.
View Tasks
The Tasks view shows immediate and upcoming tasks associated with a contact. The tasks will be displayed in three columns:
- Today - This column will include Overdue tasks which are outlined in red.
- Tomorrow
- Upcoming
Task Card
| Task title | |
| Priority | There are two options for priority: High and Normal. If the task is marked as a high priority then a red flag will display on the task card. |
| Task due date | |
| Task assignee | |
| Optional category tags | |
| Ellipsis | There are five actions that can be completed using the ellipsis. For details see the table below. |
| Mark task complete | You can mark a task complete by clicking on the circle icon. Once a task is marked as complete, it drops to the end of the task list in the Today column, regardless of the due date. This includes overdue tasks, and tasks that are completed early. |
Ellipsis
| Mark complete |
This field will change to "Mark incomplete" if a task is marked complete. Completed tasks fall to the bottom of the Today column. |
| View | Click here to see a synopsis of the task. |
| Edit | Click here to open the Edit task screen, which is identical to the Add task screen. |
| Duplicate | Click here to duplicate a task. Unless you edit the title of the task, it will appear as "copy of [task title]". |
| Delete |
Click here to permanently delete a task. |
Updated
Comments
0 comments
Please sign in to leave a comment.