Tasks

Your to-do list and your team's, linked to the thing they are about.

Open Tasks and press New. A task has a title, an owner, a due date and a status: To do, In progress, Blocked, Done. Link it to a customer, a project, an invoice or any record so it is findable from there too.

Overdue tasks show in the paragraph at the top of your home page.
A task given to you notifies you, by text if you chose that.
Rules can make tasks: "when a booking comes in, make a task to prepare".
Open a task to see its page, with comments and activity.

Projects: goals and steps Cases

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