Software Reference

Tasks: What Are They?

Table of Contents  > Tasks > Tasks: What Are They?

Tasks are a way to track to-do items within the organization. Administrators can assign tasks to anyone in the organization. Team Leaders can assign tasks to anyone on their team (including themselves). Workers can assign tasks only to themselves.

Tasks are divided into current tasks, and completed tasks. Every task is color-coded by importance, includes a deadline, and has an assigner and an assignee. Tasks can be marked complete by either the assigner or assignee.

Tasks do not affect client-based projects, or Time & Sales in any way.

Every worker can see all the tasks assigned to him or her, and if s/he is an Admin or Team-Leader, can assign tasks to others and keep track of them.