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

By default the CRM ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can inject new statuses with simple action hook to fit for your needs....

By the default all project related tasks are visible to all project members.If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all t...

In the CRM the 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....

Task can be linked to any important features in the 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 t...

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 ...

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....

Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. To view all task timesheets while the task modal is open click on the timesheet...

To invoice non-project tasks when creating invoice there is drop down just to the right side of the items drop down BILL TASKS. After you select a custo...