- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
The "Task Settings" page allows you to view and edit the Task Settings.
The "Task Settings" page allows you to view and edit the Task Settings.
How to Access the Page
It can be found by -
It can be found by -
- Going to the "Management" -> "Tasks" -> "Settings" main menu entry
- Going to the "Account" -> "Settings" main menu entry and then clicking the "Features" tab and clicking "Tasks"
Categories
"Categories" can be used to categorize your tasks such as by marketing, professional services, sales, etc.
"Categories" contain -
"Categories" can be used to categorize your tasks such as by marketing, professional services, sales, etc.
"Categories" contain -
Name: | Description: |
---|---|
"Category Name" | is the name of the category. |
"Actions" | include edit and delete. |
"Add Task Category" | adds a task category to "Categories." |