Tasks

Tasks are used to control activities that need to be performed for a specific Client. They can be standalone or linked to success plans and playbooks.

Tasks

Tasks

Screen actions:

  • New task.

Filters:

  • Status;

  • Due date;

  • Owner;

  • Search.

Item actions:

  • Edit;

  • Delete.

Information displayed:

  • Title;

  • Status;

  • Due date;

  • Finish date;

  • Link: link to the playbook or success plan associated with the task.