Documentation Index
Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
Use this file to discover all available pages before exploring further.
Video Tutorial
This article will guide you through the process of navigating the task management interface under the “Manage” section. Step 1: Start by clicking on the “Task” option. This will display a list of tasks, which could be manually created or automatically generated from a note-taking meeting.
Step 2:
Look for the gear icon next to the task. This icon is used to manage status templates.
Step 3:
Here, you’re able to manage all the statuses. You’re free to change the color of the status, delete it, or rename it.
Step 4:
After making changes, remember to hit the save button.
Step 5:
Click on All Tasks to view all tasks, regardless of their assignment.
Step 6:
To view tasks assigned to you, click on My Task.
Step 7:
Tasks that have passed their due date will be found under My Overdue Tasks.
Step 8:
Tasks within the organization are located under Internal Task, while tasks outside the organization are under External Task.
Step 9:
Tasks can also be displayed based on their status: open, done, or archived. They can also be displayed based on all accounts or just your book.
Step 10:
To manually add a new task, use the Add Task icon.
Step 11:
Use the filters to sort through the account type, title tags, etc.
Step 12:
To change the status of multiple tasks, click on the checkboxes, select the desired status, and click on save. The task status will be updated successfully.
