Task Manager: Add a New Task (Coming Soon)


If there is something you like to do for each of your clients, but this action is not on your task list, you can now create your own tasks! Create your own tasks in the Task Manager admin!


Create a New Task


  1. From your Task List admin, select the list you would like to add a task to (see below).

  2. Select New Task (See below).

  3. Select New, to create a new task.

  4. Fill out details of new task including Name, Description, and Due Date, and select


Add a New Task From the Stock Task List

  1. Select Add Task (See below).


  2. Select the Task from the Stock Task list.
    1. NOTE – You can search for tasks using the search bar. You can also, see the details of the task by clicking on it.



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