Tasks - Manage

Modified on Tue, 02 Jan 2024 at 11:53 AM

This gives you an overview of all the tasks currently set up in the system. You can search for, create, edit and delete tasks and assign them to members of your staff or yourself.


To add a new task, click the +Add button on the top right.



Provide any relevant information on the “Details” tab (subject, description, due date, etc.) and assign it to a member of staff (or yourself). You can set a reminder, which will send an email to the assignee at a chosen date/time. On the “Notes” tab you can add further information and upload attachments.


You can organise tasks by clicking any of the headers at the top of the screen (e.g. “Date Due”).



To view completed tasks simply click the “Show Completed?” box at the top of the screen and you can remove tasks by clicking the trash can icon and clicking “Confirm”.

A screenshot of a computer

Description automatically generated 

Tasks are especially useful when creating events, you can assign a task to an event that you have in the system for example if you have a wedding and want to chase them for a deposit a few days 

Assigned tasks are displayed on the Events Dashboard under My Tasks.

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