Getting started with Task Manager
What is Task Manager?
Task Manager is a project management tool that helps you organize work, track deliverables, and collaborate with team members. You can create projects, assign tasks, set deadlines, and monitor progress across multiple client accounts from a centralized dashboard.
Why use Task Manager?
- Organize workload into clear projects and tasks
- Track due dates and avoid missed deadlines
- Prioritize important tasks within projects
- Collaborate with team members on shared projects
- Monitor progress across multiple client accounts
What's included
- Accounts – Organize projects by client account for clear visibility.
- Projects – Create projects, assign team members, set deadlines, track progress.
- Tasks – View assigned tasks in one place; filter by status, due date, and more.
- Templates – Pre-built templates for common workflows (some include platform integration).
- Settings – Customize permissions, notifications, and workflow preferences.
How to get started
- Open Task Manager in Business App.
- Review the dashboard (Projects and Tasks tabs).
- Click New Project to create your first project.
- Add tasks, assign team members, set due dates and priorities.
- Use the dashboard to monitor progress and update statuses.
You need appropriate permissions to create projects and assign tasks to other team members.
Frequently asked questions
Can I assign tasks to multiple team members?
Yes, you can assign individual tasks to specific team members within your projects.
How do I track project progress?
Use the main dashboard to see task completion status and upcoming deadlines.
Can I customize project templates?
Yes, you can customize templates when adding them to your collection.
What happens when a task deadline passes?
Overdue tasks are highlighted in your dashboard.
Can I filter tasks by different criteria?
Yes, filter by status, due date, title, and other criteria.
How do I organize projects by client?
Assign projects to specific client accounts to keep related work organized.
Can I see all my tasks across different projects?
Yes, the task view shows all your assigned tasks across projects and accounts.
Are there different permission levels for team members?
Yes, team members need appropriate permissions to create projects and assign tasks to others.
Known limitations
Does Task Manager support billable hours or time tracking?
No. Task Manager does not include time tracking or billable hours functionality. For time tracking, use a dedicated third-party tool such as Harvest, Toggl, or similar, and reference the task in your notes for context.
Can I bulk-update due dates across multiple projects?
No. The Projects page does not support bulk due date updates — each project must be updated individually. Within a single project, subtask due dates can be bulk-edited using the bulk edit feature in the Tasks view.
Can I upload ZIP files to tasks?
No. ZIP archives are not supported in the Task Manager file uploader. To share a collection of files, upload them to a cloud storage service (Google Drive, Dropbox) and paste the link in a task note or project comment.
Can clients see files I attach to tasks in Task Manager?
No. Files attached to tasks or projects in Task Manager are visible to your team only — they do not appear in the client's Business App. To share a file with a client, use Partner Center → Accounts → Files and toggle the file visible in Business App, or paste a cloud storage link in a public task note.