Logo
Submit a request
Sign in
  1. Vendasta Support
  2. Task Manager

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 SMBs 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: 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
See all 11 articles

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
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 / Delete Task Manager group(s)
  • Upload your profile picture in Task Manager
See all 8 articles

Integrations

  • Fulfillment Integration
  • Master Key

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?

Can't find what you're looking for?
Let us help you!

Submit a requestTake a courseAsk the community
Vendasta Support