Task Manager

Working with accounts

• Task Manager - Enhanced Search
• Task Manager Global Settings Overview
• Do clients get access to Task Manager?
• What is Task Manager?
• Add accounts to Task Manager
• Account statuses in Task Manager

See all 15 articles

Using tasks

• Task Manager: Two powerful notifications to make agents more efficient
• Task Manager: Tag coworkers on tasks
• Task Manager: Organize your tasks with tags
• Task Manager: Task list sorting
• Why are my Task Manager reviews disappearing when I filter by multiple star ratings?
• Create Tasks in Task Manager

See all 9 articles

Projects & Templates

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

See all 8 articles

Managing your team

• Create Task Manager Users
• Understanding groups
• Create Task Manager User groups
• Add Task Manager users or groups to existing groups
• Edit or Delete Task Manager group(s)
• Upload your profile picture in Task Manager

See all 8 articles

Integrations

• Fulfillment Integration
• Master Key

Task Manager - FAQs

• Task Manager for All Accounts
• Task Manager - Productivity Reports for Projects
• What happens to my accounts if I update my General Settings in Task Manager?
• Task Manager Project - Can I reorder Project tasks if one or more tasks are locked?
• When you send an email to an SMB via Task Manager, which email address does it come from?
• Task Manager - Inbox

See all 9 articles