Clients - Task Tab

1. From the client tab in the black ribbon click on the client you wish to access. 

2. To view the tasks, select the Task tab, then select User Tasks. 

3. You can add a new task by clicking on the + Add button in the upper right corner. 

4. You can view the task by clicking on the View button or clicking on the name of the task.

5. You can edit the individual task by clicking on the Edit button. 

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4. You can bulk update tasks by selecting the tasks you need to update and then clicking on the gear and selecting Bulk Update. 

Update the status and Assigned to fields as needed and select Save

 

 

 

 

 

 

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