Skip to main content

Getting started with Task Manager

What is Task Manager?​

Task Manager is a project management tool that helps you organize work, track deliverables, and collaborate with team members. You can create projects, assign tasks, set deadlines, and monitor progress across multiple client accounts from a centralized dashboard.

Why use Task Manager?​

  • Organize workload into clear projects and tasks
  • Track due dates and avoid missed deadlines
  • Prioritize important tasks within projects
  • Collaborate with team members on shared projects
  • Monitor progress across multiple client accounts

What's included​

  • Accounts – Organize projects by client account for clear visibility.
  • Projects – Create projects, assign team members, set deadlines, track progress.
  • Tasks – View assigned tasks in one place; filter by status, due date, and more.
  • Templates – Pre-built templates for common workflows (some include platform integration).
  • Settings – Customize permissions, notifications, and workflow preferences.

How to get started​

  1. Open Task Manager in Business App.
  2. Review the dashboard (Projects and Tasks tabs).
  3. Click New Project to create your first project.
  4. Add tasks, assign team members, set due dates and priorities.
  5. Use the dashboard to monitor progress and update statuses.
warning

You need appropriate permissions to create projects and assign tasks to other team members.

Frequently asked questions​

Can I assign tasks to multiple team members?

Yes, you can assign individual tasks to specific team members within your projects.

How do I track project progress?

Use the main dashboard to see task completion status and upcoming deadlines.

Can I customize project templates?

Yes, you can customize templates when adding them to your collection.

What happens when a task deadline passes?

Overdue tasks are highlighted in your dashboard.

Can I filter tasks by different criteria?

Yes, filter by status, due date, title, and other criteria.

How do I organize projects by client?

Assign projects to specific client accounts to keep related work organized.

Can I see all my tasks across different projects?

Yes, the task view shows all your assigned tasks across projects and accounts.

Are there different permission levels for team members?

Yes, team members need appropriate permissions to create projects and assign tasks to others.