What is a Task?

Tasks are defined as any service that your company might provide. While setting up your company tasks you can also provide the duration for the task, which is the length of time that a task will take to complete. You can also color code all of the tasks to make it easier to view and plan your day.

How to add a Task

To add a Task, simply click on "Account Administration" in the top menu and select the "Task Management" option.

Click on "Add new record" and fill out the information. Then click the "Save" button to save your newly created Task.

How to edit a Task

To edit a Task, simply click on "Account Administration" in the top menu and select the "Task Management" option. Click on the "Edit" link in the left column of the Task that you would like to edit. Edit the information and click the "Save" button to save your changes.

How to change the color of a Task

To change the color of a Task, simply click on "Account Administration" in the top menu and select the "Task Management" option. Click on the "Edit" link in the left column of the Task that you would like to change the color for. Then locate the "Text Color" field and select the color that you would like. You also have the option to change the background color by selecting the desired color in the "Back Color" field. Please make sure that your colors are not exactly the same or you will not be able to see the task). Once you are done click the "Save" button.

How to assign a time limit to a Task

To assign a time limit to a Task, simply click on "Account Administration" in the top menu and select the "Task Management" option. Click on the "Edit" link in the left column of the Task that you would like to change the duration for. Then locate the "Duration" field and fill in the time (example 1 hour would be 1:00 and a half hour would be 0:30). Once you are done click the "Save" button.

How to assign a price to a Task

To assign a price to a Task, simply click on "Account Administration" in the top menu and select the "Task Management" option. Click on the "Edit" link in the left column of the Task that you would like to change the price for. Then locate the "Price$" field and fill in the price that you would like to assign to the Task (example $50.00 per hour would be 50.00). Once you are done click the "Save" button.