Task Manager
Learn how to use Task Manager: a tool designed for digital agencies.
Working with accounts
- Task Manager - Enhanced Search
- Do SMBs get access to Task Manager?
- What is Task Manager?
- Add accounts to Task Manager
- Account statuses in Task Manager
- Changing the account assignee
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
- Add tasks to projects
- Create templates
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
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?
- How to make Task Manager projects visible in the Executive Report?
- Add Users to Task Manager?
- Where can I save clients’ usernames and passwords?