Add a task to your Task List or easily edit an existing task. You can associate tasks with a client, assign a priority or due date, and add notes.
Jump to Section [Add Task] [Edit Task]
- Click My tasks in the navigation bar.
- Click My tasks from the drop-down.
- Click + Add Task.
- Enter the task information: Task title (required), Client, Priority, Due Date and Notes.
NOTE: You can search for your clients by entering their name in the search field or by scrolling through the client list.
- Click Save Task.
- The new task displays on the My Task page.
- Click Edit or click on the task name.
- Make desired edit and click Save Task.