Task Manager
Learn how to use Task Manager: a tool designed for digital agencies.
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
Using tasks
- Task Manager: 2 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
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
- Create templates
Managing your team
- Create Task Manager Users
- Understanding groups
- Create Task Manager User groups
- Add Task Manager users or groups to existing groups
- Edit / Delete Task Manager group(s)
- Upload your profile picture in Task Manager
Integrations
Task Manager - FAQs
- What happens to my accounts if I update my General Settings in Task Manager?
- Does Task Manager have to be an active product on accounts?
- 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?
- How to make Task Manager projects visible in the Executive Report?
- How do I add fulfillment users to Task Manager?