Managing Tasks

The Tasks page lets you build and maintain a personal to-do list so nothing slips through the cracks.

Creating a task

1. Go to Tasks from the main navigation
2. Click + New Task (or the Create button at the top of your list)
3. Fill in the task details:
   • Title — A short, clear description of what needs to be done
   • Description (optional) — Additional context or notes
   • Priority — High, Medium, or Low
   • Start date (optional) — When you plan to begin
   • Due date (optional) — Your deadline
4. Click Save to add it to your To Do list

Editing a task

1. Find the task in your list
2. Click the task to open it, or select the Edit option from the task’s action menu
3. Update any fields you need
4. Click Save to apply changes

Completing a task

• Click the checkbox next to a task to mark it as complete
• The task moves automatically to the Completed section
• To undo a completion, open the task and mark it as incomplete

Deleting a task

1. Open the task’s action menu (three-dot icon)
2. Select Delete
3. Confirm the deletion when prompted

Note: Deleted tasks cannot be recovered. If you want to keep a record, mark the task as complete instead.

Searching and filtering

• Use the search bar to find tasks by title
• Use the priority filter to narrow down tasks by importance:
  • All — Show every task
  • High — Urgent tasks only
  • Medium — Standard priority
  • Low — Lower priority tasks

Tips for staying organized

• Set due dates so tasks appear in a logical order
• Use High priority sparingly so your most urgent items stand out
• Review your Completed list weekly to track your progress
• For tasks related to a specific customer, use the Customer Profile → Tasks tab instead of the main Tasks page