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How do I create new tasks in Wealthbox?
How do I create new tasks in Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

You can create tasks from the Publisher within the Dashboard, from the Tasks page or directly from the related contact, opportunity or project records.

When creating a new task, you have the ability to set repeating criteria, assign tasks to other coworker, users and apply a custom category to easily identify and filter to the type of task for better time management.Β 

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