Managing Tasks

Modified on Thu, 29 Feb, 2024 at 11:08 PM

The Tasks page shows all tasks across all projects.


This allows you to see everything running in your business, their project, which customer it is for, who it is currently assigned to and its status.



This is a great way to have highlevel oversight or how we use it, as a "My Tasks" page. To do this simply apply a filter for your own name and save it.


This means you can see all of tasks assigned to you across all projects.


From this page you can also edit the task, share a link to colleagues, flag as intenal and delete them.



Finally, you can add tasks just like you do within a project. But to make this simple we added an addtional field so you can correctly choose the appropriate project and deliverable.








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