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How to Create Tasks
How do I Add/Create a Task?
How do I Add/Create a Task?

Learn how to create, assign, and complete tasks to manage to-do lists from the web portal on your computer or tablet.

Ian avatar
Written by Ian
Updated over a week ago

To create a brand new task, follow the steps below. 

1. Click on your employee photo at the top right of the page and choose the 'Tasks' button

2. Click '+ New task'

3. Input the following information:

  • Name of the task

  • Description (if necessary)

  • Due date (if necessary)

  • Assign to an employee (if necessary) - if you do not assign to an employee, it will automatically be assigned to the person creating it

  • Add a customer (if necessary)

NOTE: Adding a customer only associates the task with the customer, it does NOT send the customer any notifications, or attach to their customer profile in any way

4. The task will autosave into your list 

  • If you need to delete/cancel creating the task, click the trash can icon.

  • Clicking the 'back arrow' or 'X' will still save the task

Things to know:

  • Once saved, you can view the activity feed for each task by first hovering over the task you want to view and clicking the Edit (pencil) icon. From there, select the drop down arrow on the bottom right side to view the activity feed for that task.

  • Filter out the view to see your tasks only by clicking the carrot next to 'All Tasks' at the top of the Tasks panel

  • Click the unchecked circle to mark the task as complete

  • Scroll down to view your completed tasks

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