Add or Edit Task

Easily add and edit tasks on your task list.

[Add Task] [Edit Task]

Add Task

1. Click the user name in the upper right corner to open the user profile menu.
2. Click My Tasks.
   
   
   
3. Click + Add Task. The Add Task modal opens.
   
   
   
   
4. Enter the task information: Task title (required), Client, Priority, Due Date and Notes.

   NOTE: You can search for your clients by entering their name in the search field or by scrolling through the client list. 

5. Click Save Task. 
   • Click Cancel to cancel the action.
   • Click Delete Task to delete the task. 
     
     
     
     
6. The new task displays on the My Task page. 
   
   

Edit Task 

1. Click the Edit button  or click on the task name from the My Tasks page. The Edit Task modal opens.
   
   
   
   
2. Make edits in the Edit Task modal.
3. Click Save Task.
   
   • Click Cancel to cancel the action.
   • Click Delete Task to delete the task.