By Wealthbox and 1 other2 authors14 articles
How do I create new tasks in Wealthbox?
Create and manage teams
How do I create a task template in Wealthbox?
Can I assign tasks to other coworker users within a workspace?
Can I create repeating tasks?
How do I set specific due-dates to tasks?
How do I filter tasks by user?
How do I associate a task with a contact, project or opportunity?
When I assign a task to another user, does that user receive an email notification?
Where can I view my tasks?
Where can I see all users tasks for my workspace?
Can I customize task categories?
Who can view my tasks?
How do I change task categories?