Task Management

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. […]
Creating Task Rules
Automate your team’s processes, keep projects on track, and eliminate bottlenecks with Task Rules. Note: Task Rules are only available in Marketing Suite. How to Use Task Rules List of […]
Create Tasks
Use tasks to designate duties to help you keep yourself and your team on track. Tasks Connected to Projects Standalone Tasks Personal Tasks Recurring Tasks Discussions Inside of Tasks Tasks Connected […]
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 only available in Marketing Calendar Pro. Create a Task […]
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 […]