The Tasks feature is a great tool to manage your business tasks and to delegate and visualize tasks assigned to other team members.
Table of contents:
To start, make sure you have the following:
What is the Tasks & Events feature?
This feature will allow you to organize the day-to-day operations of your credit repair business.
How can I create a new task?
Click on Tasks
Click on + New Task.
Enter a Task Title
Select the Task Type.
The options are:
* General
* Billing
* Send Invoice
* Follow Up
* Appointment
* Other
Select a Due Date and Time.
Select a Client from the dropdown.
Who is this task for? Search for your client’s name here.
This is an optional field since you may want to create tasks for your team or other general tasks instead.
Select a Team Member under Assigned To.
Add any Notes as needed.
Click on Create Task.
How can I filter the scheduled tasks?
While exploring the scheduled tasks, you can filter tasks by team member and/or due date.
