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Task Manager
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Knowledgebase Task Manager

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Today's Tasks

The Today view gives you an overview of the tasks assigned specifically to you for today. Future tasks, and tasks delegated to other team members won't clutter your Today view.  When opening your Tas...

Delegated Tasks

ClientManager makes it easy to assign tasks to team members, and receive updates on progress. When creating a new task, you'll be given a choice of who you'd like the task

Task Calendar

The Task Calendar view allows you to see your past (overdue) and upcoming tasks. Tasks are arranged by date, with earliest due at the top. You can easily edit and reschedule tasks by clicking on a ta...

Managing Tasks with ClientManager

Creating a new task To create a new task, click the 'New Task' button in the left sidebar (under 'Shortcuts'). If you prefer, you can also use the shortcut 'Ctrl + Y'. Clicking the button or using th...

Detailed Task View

This article is coming soon.

Adding comments to a task

Comments allow you and your team members to add additional details to tasks. Comments can be added at any point, by any team member, whether they're assigned to that task or not. If you make any chan...

Task Reminders

Task reminders help you stay organized and ensure you never miss an important task or deadline. Task reminders allow you to schedule notifications for tasks, c

Workflows (Task Templates)

This guide is coming soon.

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