Command Palette

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Administration
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Day-to-Day
Scheduling
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Command Palette

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Dashboard

Calendar

Getting Started With The Calendar
Calendar Set Up
Using the Calendar

Tasks

Understanding Tasks
Task Board
Task View
Creating Tasks and Cloning Tasks
Task Workflow
Assigning and Reassigning Tasks
Assigning Goals To Tasks
Adding Notes
Adding Documents to a Task
Charges & Finance
Outstanding Tasks
Deleting Tasks
Tasks FAQs

Chat

Chat Overview
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Group Channels
Messaging
Chat Configuration

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Sites
Creating and Managing Sites
Site Information Items & Documents
Site Records
Site Utilisation
Sites Settings
Sites - Scheduling, Recurring Charges, Reports & Mobile

User Guide Videos Training & Updates Developers

Day-to-Day
Task Workflow

Task Workflow

Overview

The following video briefly explains the Task Board workflow and how to utilise the Task Board to add billable time and case notes.

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