Task Manager

Managing your team

• Add your team
• Understanding groups
• Create groups
• Add users or groups to existing groups
• Remove users or groups from existing groups
• Upload your profile picture

Working with accounts

• Add accounts
• Account statuses
• Changing the account assignee
• Log client interactions
• Using account notes

Using tasks

• Configure auto-generated task types
• Send approval requests for review responses

Projects & Templates

• Share projects in Business App
• Auto-create projects when products are activated
• Create projects
• Add tasks to projects
• Create templates
• When to use projects

Integrations

• Master Key