Tasks can be integral to a workplace, and in Formitize they can be linked to the CRM, Jobs, Accounts, and be used for source tracking and simply keeping on top of what needs to be done. They can be automatically created by a form as part of a workflow, or even by a job update or reminder.
Tasks can be viewed in your Formitize Dashboard, or by using the Tasks menu option at the top of the page.
See below for more information on Tasks and how they can work for you:
- How do I create a new Task?
- How do I edit a Task checklist?
- How do I delete Tasks?
- How do I change who a Task is assigned to?
- How do I find all of my overdue Tasks?
- How do I create a new Task with a Form?
- How do I create a new Task via a Job?
- Can I create recurring Tasks?
- How do I default all Tasks to be due at the same time during the day?
- Can I view the history of Tasks completed and assigned to a User?
- Why can't I see my Tasks on the App?
- What are the benefits of the enhanced Tasks cards?