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.
