Manage your tasks to easily track everything you need to do and create custom tasks to organize your schedule. View your current and completed tasks. You also have the ability to add new tasks at any time, edit tasks and customize how you see tasks based on Priority, Task Name, Due Date & Client. The task list is only viewable to you and cannot be seen by other users in your organization.
- Click the user name in the upper right corner to open the user profile menu.
- Click My Tasks.
- The My Tasks page opens with links to your current My tasks. Task categories are listed on the navigation menu on the left side of the page.
- Tasks display on a page grid and are organized by Priority, Task Name, Due Date, and Client.
- Click Add Task to add a new task.
- Click Customize Grid to customize the grid columns.
Add or Edit Task
Mark Task as Complete or Incomplete