You can use the task name as a simple reminder of what the task is about. Some customers use this field to point out which team member will be performing the task, what client the task is for, or general information to let them know what the task wil...

No, you do not. You would want to connect a customer to a task that is part of your workflow for the same individual or group. However, tasks can also be used for internal action items like meetings, reminders, or inner office delegation. If you add...

Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard....

From the dashboard navigate to the settings menu by clicking on the “settings” tab on the left-side menu....

Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard....

Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard....

From the dashboard select the tasks tab from the left-side menu. Highlight the line of the task yo...