Tasks
The Tasks module helps you stay organized by allowing you to track, prioritize, and manage every activity related to your matters, contacts, and internal workflows. Whether you’re assigning responsibilities, setting reminders, or reviewing upcoming deadlines, Tasks ensures that nothing falls through the cracks.
In this category, you’ll find guides that walk you through everything you need to know—from creating and editing tasks to understanding the layout of the Tasks window and performing actions in bulk. These articles will help you use Tasks efficiently so you can focus on what matters most.
You can start with:
- Understanding the Tasks Module – Explore the structure of the Tasks window, its main elements, and how to navigate and manage tasks from a central workspace.
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Getting Started with Tasks – Learn how to create tasks, assign them, configure reminders and due dates, and mark them as completed or incomplete.
Use these resources to manage your workflow with confidence and keep track of all your responsibilities in a clear and organized way.
Understanding Tasks module
Through this guide, you will learn the basics of the Tasks window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Tasks window Structure of the Task table Composition of the Tasks window To access the Tasks window, simply click the Tasks () link on the…
maatdeskadminGetting started with Tasks
In this tutorial, you’ll learn the basic steps of working with Tasks so you can assign tasks to users or contacts and set their priority or status, or set reminders for them. Table of contents Creating a Task Adding reminders Setting the due date Editing a Task Marking Tasks as completed Mark a single task…