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Task Manager
Task Manager
Learn how to use Task Manager: a tool designed for digital agencies.
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
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