Tasks

To-dos for you and your team, optionally tied to a customer, order, work order or job.

Add Task

1Click New Task.
2Enter a Title, then choose a Priority (Low, Medium, High or Urgent) and a Due Date.
3Choose who to Assign To. Leave it on — Me — to assign it to yourself.
4Optionally pick what it is Related To: a customer, quote, sales order, invoice, work order, opportunity or job.
5Add a Description if needed and click Create Task.

Most records also have Create Task in their actions menu, which fills in Related To for you.

Edit Task

1Open the task and click Edit.
2Change any field and click Save Changes.

Complete Task

Open the task and click Start when you begin, then Complete when it’s done. Cancel closes it without completing it, and Reopen brings back a completed or cancelled task.

Delete Task

Open the task and click Delete, or use the delete button on its row in the task list.

Filter Tasks

Search by title, and filter by Assigned to, Team, Created by and Due date. Click a column heading to sort.

Task Due Reminders

The red number on Tasks in the sidebar counts your open tasks that are overdue or due today. You also get a reminder notification when a task assigned to you comes due.