Return to Support Page

Projects and Tasks

The Projects and Tasks feature allows you to create multiple Projects, as well as tasks for those projects. It can help you to get your To Do list and staff organized. Additionally, if you use the Process Tracking feature on the People screen, you have the ability to automatically create tasks relating to a process, and assign those tasks to the appropriate user. Your Projects and Tasks will show up on your home screen by default. If you need to create/edit a Project or Task simply click "Create/Edit Projects".