• Add New Task Status

    2022-05-09 2:46 PM
    By default CRM ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can inject new statuses with simple action hook to fit for your needs. The statuses...
  • Recurring Tasks

    2022-05-09 2:47 PM
    Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu in the admin area and click on the top left button ...
  • By the default all project related tasks are visible to all project members.If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projec...
  • Task Timesheets

    2022-05-09 2:48 PM
    Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. To view all task timesheets while the task modal is open click on the...
  • Linking task to features

    2022-05-09 2:49 PM
    Task can be linked to any important features in CRM to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on the top right but...
  • Bill Tasks

    2022-05-09 2:50 PM
    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer this dropdown will be auto-populated with all the...
  • Add task assignees

    2022-05-09 2:50 PM
    To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be a dropdown to select assignees. You can add unlimited number assignees to specific task...