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Tasks

What are tasks?

Updated over 4 years ago

Main Menu > Tasks
Main Menu > Profile > Tasks

Tasks are reminders that you can set for yourself.

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

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.

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

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.

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