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  1. Vendasta Support
  2. 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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