TASK MANAGEMENT

Here most important aspect of Office i.e. Task Management will be taken care.

MARK DEFAULT STATUS FOR TASKS
Default Task Status Setting:   you can set default task status from Admin side so whenever new task is created, by default your task status w...
Tue, 11 Feb, 2025 1:16 PM
ACCESS UNASSIGNED TASKS
How to view unassigned task: You can view all the unassigned task in All Task ---> Change the view from workcategory to Resource view. Only Adm...
Tue, 11 Feb, 2025 1:19 PM
LINKING TASKS OF CUSTOMERS
Establish link between task(s) of customer: How to Install this update? 1: Login from Admin user of account 2: Navigate to Recent Updates section ...
Tue, 11 Feb, 2025 1:20 PM
SET TASK PRIORITY?
How to set task priority? You can mark the task priority as urgent, high, medium, low, etc as per priority list prepared by you.  Priority of task c...
Tue, 11 Feb, 2025 1:23 PM
CONFIGURE PRIORITY LIST
It is one of the key features in Task and Time management, as it stands for rating your tasks by their values for you in order to build your action plans in...
Tue, 11 Feb, 2025 1:21 PM
EXCLUDE TASK FROM PENDING BILLING LIST
How to exclude task from billing in one-go? Here you can select those task which you don't want to generate the bill you can now mark them as Excl...
Tue, 11 Feb, 2025 1:25 PM
SERVICE REQUEST
Service Request: All the service request coming from customer mobile app can be viewed in web portal. Here you can View list of all service requests o...
Tue, 11 Feb, 2025 1:29 PM
ASSIGN SINGLE TASK TO MULTIPLE PEOPLE WITHOUT CREATING TEAM
How to assign single task to multiple resource? From create new task you can assign task to multiple resources for this Navigate to Taskboard ---> ...
Tue, 11 Feb, 2025 1:41 PM
VIEW ALL TASK(S) IN LIST VIEW
View all task(s) in list view: View all the task in list view user can update the status, priority, etc from Action drop down and apply for filter lik...
Tue, 11 Feb, 2025 1:31 PM
MANAGE ADDITIONAL DOCUMENT FOR CLIENT WEB PORTAL
How to add task's additional documents in taskboard: In taskboard you can add additional task documents list under Update pop up, Go to Update --&...
Tue, 11 Feb, 2025 1:41 PM