FEA Create offers a built-in task management feature that can help you stay organized and manage your team's tasks efficiently. In this feature, you can create, assign, and manage tasks for yourself and your team members. This knowledge base article will guide you on how to create and manage tasks in FEA Create.
To access the task management feature, navigate to Contacts and Tasks. Here, you will see a full list of tasks that you can create for your team or yourself. Follow the steps below to create a new task:
Click the "New Task" button.
Select the type of task you want to create, such as "Invoice."
Give the task a title and a description or details.
Assign the task to the team member responsible for completing it.
Select the contact that the task is associated with.
Set a due date for the task.
Click "Save."
Once you have created a task, it will appear in the list of tasks along with the details, assigned team member, contact, and due date. You can mark tasks as complete by selecting "Mark as Complete" under the "Actions" menu. This will automatically update the task to completed.
If you need to edit or delete a task, simply click the three dots next to the task and select "Edit" or "Delete." You can also mark tasks as complete from this menu.
Overall, the task management feature in FEA Create is a great tool for staying organized and keeping track of important tasks for your business. By following these simple steps, you can create, manage, and complete tasks efficiently, helping you save time and increase productivity.