Tasks

Main Menu > Tasks

​Main Menu > Profile > Tasks

Tasks are reminders that you can set for yourself; from reminding yourself to send a quote to a client to picking up a quote from the other department.

Please click on the button below to be redirected to our training video on Tasks:

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These Tasks show up on your dashboard as BLUE cards.

Remember: You can add Tasks to your task list by using the Plus Button.

Click complete to mark a task completed or forget to remove it from your Dashboard.

In the Main Menu, you will see a tab called tasks.

Here all of the tasks you have created will be listed.

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Note:

A GREEN tick lets you know that the task was completed within the designated time.

A RED tick indicates that the task was completed late.

If there is no tick, it means that the task is still to be completed.