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In order to create a new task, from the main menu navigate to Tasks and click on the New Task button.
Subject ...
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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 right area click on the 3 dots icon.
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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...
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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 in the admin area and click on the top left ...
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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 dropdown to select assignees.
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1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS.
After you select a cust...