Add or Edit Task

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]

Add Task

1. Click My tasks in the navigation bar.
2. Click My tasks from the drop-down.
   
   
   
3. Click + Add Task. 
   
   
   
4. 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.

5. Click Save Task. 
   
   
   
6. The new task displays on the My Task page. 
   

Edit Task 

1. Click Edit  or click on the task name.
   
   
   
2. Make desired edit and click Save Task.