Easily add and edit tasks on your task list.
Add Task
- Click the user name in the upper right corner to open the user profile menu.
- Click My Tasks.
- Click + Add Task. The Add Task modal opens.
- Enter the task information: Task title (required), Client, Priority, Occurrence, Due Date and Notes.
- Click Save Task.
- Click Cancel to cancel the action.
- Click Delete Task to delete the task.
- The new task displays on the My Task page.
Edit Task
- Click the Edit button
or click on the task name from the My Tasks page. The Edit Task modal opens.
- Make edits in the Edit Task modal.
- Click Save Task.
- Click Cancel to cancel the action.
- Click Delete Task to delete the task.