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Tasks - Service Team Homepage



View and complete tasks in your homepage. A list of current tasks will be listed on the right with details including due date, subject, point of contact, employer, and the status of a task. Filter tasks by due date using the dropdown menu to highlight more urgent tasks.

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Clicking the grey x icon under the “Complete?” column next to each task will take you to that particular tasks settings where you will be able to change the status of the task.

 

Use the dropdown menu to select a new status for the task.

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Create new task


Add a new task directly from your Tasks panel by clicking the “add new task” button on the right. You’ll be taken to the create a new task page.


FAQ: How do I create a task?

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