Tasks are a great way to stay organized with all the miscellaneous things
you do every day to keep your business running at peak condition. Not only
can you view a list of what you need to do today, you can look back at
the history of your tasks and recall events and other things that should
have been done.
Task Features #
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Tasks can be linked to individual clients, as well as to specific session and/or invoice
records. See also: Linking a Task -
You can assign tasks to individual users or departments. See also: Assigning a Task
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Tasks can be given a priority of 1 to 5.
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Tasks can be organized and tracked using task types and statuses. See also: Task Types, Task Statuses
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Communication records (such as emails, texts, and phone
calls) can be linked to a “parent” task. -
The Tasks Hub displays all your company’s tasks, regardless of who they are assigned to and whether they are completed or not.
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Tasks assigned to you or your department are listed on the Tasks panel of your Spectra/Stratus home page. See also: Home Page Overview
