Task Management
Adding a Task
Available methods to Add a New Task Click the + icon in the top right-hand corner. From the dropdown, choose Add new task. On the Tasks page, click on the + Add new button or select the Add task.... field in the task list view. Duplicate an existing Task. Add from Task Template. Task Details Status: Choose a status from the dropdown menu to set the tSome readersHow to select multiple Tasks
When viewing the Tasks page, press and hold your Shift key and then select the tasks you want to update. This will add a pop up at the bottom of the page, which will allow you to: Update the date date Delete the tasks Select multiple tasksFew readersWhat is a Task?
Tasks help you organize, assign, and track work effortlessly. Break down work into subtasks, attach files, collaborate with your team, and manage client requests—all in one place. Overview of a Task Card A task card includes the following key components: 1. Task Details Name: The title of the task, such as "Month End & Reporting." Status: Update the progress, e.g., "Completed" or "In Progress." Client: Associates the task with a specific client. Assignees: IdFew readersHow to Duplicate a Task
Navigate to the task you want you to duplicate. Click on the ... on the top right of the task and select Duplicate. The new task will be created. Navigate to the task and update the relevant details (name, client, etc.). Duplicate a TaskSome readersHow to add a Task from a Task Template
Available methods to add a Task from Template Templates Add Task from Task Template in Settings Add Task on the Tasks page 1. Add Task from Task Template in Settings Click the More on the left menu and then select Task Templates. Click + on the Task Template you want to create Task(s) from. Select the Client(s) you want to add the Task to. Task Template SettingsSome readersHow to add a Task Template
Available methods to Add a Task Template Add Task Template in Settings Create a Task Template from an Existing Task 1. Add Task Template in Settings Click the More on the left menu and then select Task Templates. Click + Add new. Task Template Settings Add New in Task Templates (https://storage.crisp.chat/users/helpdesk/website/1e679ecb0f86e600/task-template-settings-2Some readers