Tasks

tasks are the day to day, month to month activities you do for your business that don't involve customers whether paying bills, maintaining equipment, or ordering supplies, you can create a task to track it assign a task to a particular person and set a deadline create a checklist to complete the task in steps and view it on the schedule to access tasks click the work menu option then choose tasks task list from the tasks screen, you can create, edit & delete tasks filter your search results to see the tasks assigned to you or to filter out tasks already completed task editor you can specify the title and details when creating or editing a task assign the task to whoever should complete it and set the date the task needs to be completed by or on the task will appear on the schedule for the date you provide (see schedule overview docid\ jeklpqn0lkbikuvktzp0y for more information) ou can also set up a checklist of steps to complete during the task and set the priority and status select from the task type picklist to help categorize the task (see picklists docid\ hyh5trhd8m8f2khmt1gcs for more information) task completion to complete a task click the task's name in the task list to view the task click any checklist items that have been completed if the task is complete, change the status and additional notes if necessary click save , and the task will be updated