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Task Management

Task Management

Learn how to use Task Management

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8 articles in this collection
Written by Paxton Willard

Task Management Overview

Learn how to create tasks, assign them to team members and projects, and more!
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Written by Paxton Willard
Updated over a week ago

How to create a Task

Create a Task for yourself, Team Members, or Clients in your Task Management Center.
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Written by Paxton Willard
Updated over a week ago

How to edit a Task

Edit Tasks created for yourself, Team Members, or Clients in your Task Management Center.
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Written by Paxton Willard
Updated over a week ago

Navigating Tasks

Navigate through the different things you can do with tasks!
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Written by Paxton Willard
Updated over a week ago

Adding and Removing Team Members and Clients on a Task

Add or remove Team Members or Clients as Assignees or Watchers on your Tasks.
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Written by Paxton Willard
Updated over a week ago

How to move Task attachments to Files & Media

Send attachments added to tasks to your Files & Media folders.
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Written by Paxton Willard
Updated over a week ago

Time Tracking with Task Management

Create a time entry within a task or link previous time entries to a task in your Task Manager.
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Written by Paxton Willard
Updated over a week ago

How to archive or delete Tasks

Delete or Archive Tasks you no longer need in your Task Management Center.
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Written by Paxton Willard
Updated over a week ago