Creating Tasks in FirmDash
FirmDash allows you create the following Tasks on-the-go: Request Information, Manage To Go Items, and To Do. See our Tasks Overview to learn more about Task types.
To create a Task:
- Tap the blue plus sign (+)at the bottom of your screen.
- Select New Task.
- Tap Tasks to pick the type of task from the dropdown list.
- Select a Due Date.
- Select Account.
- Select Contact.
- Tap Owner to reassign task ownership to another employee.
- Create a Subject.
- Tap inside the Task Description... box to begin writing your request.
- Click Create Task in the upper-right corner.
Related article: Managing Tasks in FirmDash
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