Task Management

• Create Tasks

  Tasks allow you to designate duties to help you keep you and your team on track. Create Tasks Connected to a Project Create Standalone Tasks Create Personal Task on the Home […]

• How to Use Task Templates

  Use task templates for your project workflow to eliminate mistakes, move projects forward easily, and save time. Note: Task Templates are available in our Marketing Calendar and Marketing Suite. Only […]

• Create Subtasks

  Use subtasks to split up the work of a task into smaller parts. Subtasks function like an independent task that is embedded within a parent task. Subtasks are not visible […]

• Creating Task Rules

  You spend hours managing your team’s projects + progress every week. Assigning and approving tasks. Messaging coworkers for updates. Updating timelines. Keeping the project statuses up to date. Making tasks […]

• Setup Approval Workflow for All Tasks

  Need a client or manager’s confirmation on a task or want to keep track of your team better? Always make sure tasks are completed correctly with approval workflows for tasks. […]