How to Link task to features


Task can be linked to any important features in  CRM to keep track of your work and assign important actions to your agents.

Go to Tasks menu item from the main admin menu and on the top right button click New Task

Linking task to featuresOn the Related to field select where this task will be linked.

After you select the feature where the task will be linked on the right side a dropdown will be shown to select specific eq. project.

Tasks can be related to many features in CRM.


Did you find this article useful?



  • How to Create New Task

    In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter ...

  • How to Copy Task

    In CRM task can be easily copied to be re-used and save valuable time creating each task again and again. While the task modal is opened on the top ri...

  • Ho to create Recurring Tasks

    Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu...

  • How to Add task assignees

    To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be a dr...

  • How to Bill Tasks

    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After ...