Related Articles
How to Create a Manage To Go Items Task
Manage To Go Item is a Task that allows you to inform clients when they need to pick something up or if you are mailing or delivering something to them. There are 3 types of Manage To Go Types: 1. Pickup: Client needs to pick up an item at the firm. ...
Using Task Filters
Task filters will help locate specific tasks on your Tasks page. Task Filters include: Type: Get a Signature, Manage To Go Items, Request Information Owner: The firm employee who is the Task Owner Account: The Account (entity) to which the Task ...
How to Create a Task
1. Click +Add New in the upper-left side of your screen. 2. Click Task. 3. Select Task Type. 4. Select the Account. 5. Select the Contact. 6. Select a Due Date (or make it recurring). 7. Select an Owner. 7. Enter a Subject Line. 8. Enter a ...
Turning an Email into a Task
From an email, create a task with due dates and automatic reminders for yourself, the client, or someone on your team. This could be when a client sends in a request that can't be completed until month end, create a To Do Task for yourself and set a ...
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 ...