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Task Management

Tutorials 20

“My Tasks” Widget in the Dashboard
View Task Details from My Tasks List
View My Tasks
Task History Timeline
Task Notifications
Update Task Status
Link Task to a Record in the System
Re-Assign Task
View Task Details
Delete Task
Edit Task
Task List, Search, and Filters
Create a New Task
Configure Task Linkable Modules
Delete Task Type
Edit Task Type
View Task Types List
View Task Type Details
Task Management Permissions
Add New Task Type

User Manuals 4

How to Create a New Task and Assign It to an Employee
How to Add a Task Flow from an Existing Template
How to Create a Task Template for Use in Task Flows
How to Launch Onboarding / Offboarding for a New Employee

Videos 0

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