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Tasks Management

Task Flows
1 6
Tasks
2 14
Tasks Management Settings
1 10

Latest tutorials and updates

Add New Task Type
Task Management Permissions
View Task Type Details
View Task Types List

Popular tutorials

Task List, Search, and Filters
Create a New Task
Creating a Task Template
Re-Assign Task


Frequently Asked Questions

Can a Completed Task Be Re-assigned?
Can a Task Status Be Changed Directly from “To Do” to “Completed”?
Why Does a Specific Module, Such as Invoices, Not Appear in the “Link to Module” List?
When Does the Link to the Record Associated with the Task Appear?
Who Receives the Notification When a Task Is Assigned and Completed?
Can Onboarding Be Disabled After It Has Been Enabled? and What Happens to Ongoing Tasks?
How can I hide or show the “My Tasks” widget on the dashboard?