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
- Click your name in the upper right corner and click My Tasks.
- Click + Add Task.
- Enter the task information: Task title (required), Client, Priority, Due Date and Notes.
- Click Save Task.
- The new task displays on the My Task page.
Edit Task
- Click Edit
or click on the task name.
- Make desired edit and click Save Task.