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  1. Vendasta Support
  2. Task Manager
  3. Working with accounts

Working with accounts

Learn how to use accounts in the context to Task Manager

  • 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
  • Changing the account assignee in Task Manager
  • Log client interactions
  • Using Task Manger account notes
  • Introducing the new Task Manager
  • Task Manager: Review response suggestions
  • Task Manager: Project updates in Executive Report
  • Task Manager: Google Q&A tasks
  • The Loop: Task Manager updates now visible
  • Task Manager: Rich text, public notes, and Waiting on Customer notifications

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