Task Manager

Managing your team

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

Working with accounts

• Add accounts to Task Manager
• Account statuses in Task Manager
• Changing the account assignee
• Log client interactions
• Using account notes
• Task Manager: Rich text, public notes, and Waiting on Customer notifications

Using tasks

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

Projects & Templates

• Project communication and notifications
• Share projects in Business App
• Auto-create projects when products are activated
• Create projects in Task Manager
• Add tasks to projects
• Create templates

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Integrations

• Fulfillment Integration
• Master Key