FAQ Article for Task Manager Settings

Question: What happens to my accounts if I update my General Settings in Task Manager?

Any changes will only affect NEW accounts created moving forward. Any pre-existing accounts will need to have changes made via the Account Settings.

Question: When you send an email to a client via Task Manager, which email address does it come from?

You can configure the Task Manager 'Send from' email address by navigating to Fulfillment > Open Task Manager > Settings > Email Settings.

Question: How do I upload a profile photo in Task Manager?

Uploading a profile picture can make it easier to identify Task assignees at a glance.

1. Navigate to Fulfillment > Open Task Manager > Settings > User settings.
2. Click Edit.
3. Drag an image into the uploader or click Upload image.