1. Go to the area you are working as normal

    

2. Click on the Checkmark with a Circle and Plus symbol on the Right Side Bar to open Task Quick add

    

Add General Information

        

      3. Input your task Title    

    

4. Select your Priority

    

5. Select your Due Date

    

6. Select Task Status

          

  • Not Started      
  • Deferred      
  • In Progress    
  • Waiting for Input    
  • Completed

        

7. Select applicable Category 

          

  • CRM     
  • HR      
  • Invoice    
  • Operation     
  • Payroll

        

      8. Type in a Description of the task    

          

This can include specific of what is needed for the task and any additional information that could be useful towards it's completion.

        

⚠️  When using the Quick Add feature you do not need to link entities.

    

The task will link the page you are working from/where the task originated from.

      

Adding Permissions

        

9. Click on ADD

          

Adding permissions can allow/restrict other users from viewing, and editing tasks

        

10. Select Type

          

  • Global- all Users     
  • Entity Type-Admins, Clients, Crew Members (Clients and Crew Members do not have access to Task Management at this time)   
  • Group- Assigned groups (configurable in Code tables)     
  • User-Specific user only

        

11. Select Access Type

          

  • General Access- overall task access    
  • Note Access- access to notes     
  • Document Access- access to attachments

        

12. Select specific access you wish to grant per access type

          

  • No Access     
  • Read Only Access     
  • Write/Edit Access

        

13. Click on Add

          

To save or update permission

        

14. Assign task to designated user 

          

Note: You must grant assigned user write access to make updates to tasks

        

Save Task

        

15. Click on Add to Save Task