1. Add a new Task


Adding a tasks in the system is very easy. There are multiple entry points to create a task. You could create a stand-alone task or task associated with a specific record.





Option 1 – Add a new Task from a Crew or Client Record  

  1. Open the relevant crew or client record.  
  2. Look for the + (Add) button on the right-hand side of the panel and click it.  
  3. Select Add Task and enter the required details.  

Option 2 – Add a new Task from the Tasks Interface  

  1. Navigate to the Tasks Section from the main menu.  
  2. Click on Create New Task and fill in the task details.  

Step-by-Step Guide to Completing a Task 

After creating a task using any of the methods above, follow these additional steps to complete the setup effectively:

  • Add Priority
  • Add a Due Date  
  • Add Category
  • Delegate a task
  • Set who can view the task
  • Add details


Now, you’ve successfully created a task that’s ready for action.  

Useful Tip :  You can link a task to multiple records


Tips and Tricks to Maximize Efficiency

  • Use Priority : Categorizing your tasks can help you decide how to plan your day
  • Identity Category : Identify categories of the task such as HR, Recruiting, On-boarding
  • Leverage Permissions: Use viewing permissions to avoid unnecessary access to sensitive tasks.  
  • Collaborate Effectively: Add team members to tasks where collaboration is critical, keeping everyone aligned and engaged.  
  • Quick Access: Tasks are available through system tray for easy access. 

Usage Examples


  1. Stay on Track: Create tasks for interview reminders to ensure timely follow-ups.
  2. Client Management: Set reminders to review contracts with clients and stay on top of deadlines.
  3. License Management: Schedule tasks to check expired licenses and avoid compliance issues.
  4. Job Management: Set tasks to request deposits for jobs and streamline your workflow.

2. How to delete a task





Frequently Asked Questions (FAQs)

1. Can I edit a task after creating it?

Yes, you can edit task details, including due dates, notes, categories, and assigned personnel at any time. Simply open the task and make the necessary changes.


2. How can I assign a task to multiple users?

Currently, tasks can only be assigned to one person for accountability. However, you can add collaborators if teamwork is required.  


3. What happens if I don’t set a due date?  

Tasks without due dates remain active in your list, but setting a due date ensures timely completion and better organization.


4. Can I delete a task?

Yes, open the task and click on the delete option to remove it.


5. Is there a way to get reminders for tasks?

Yes, you can enable task notifications under the settings section to receive reminders.