Tasks

Create and manage teams

Create teams that represent departments or a team of coworkers in your firm and assign them to tasks

Written by Team Wealthbox
Updated this week

How do I create new tasks in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

Can I assign tasks to other coworker users within a workspace?

Written by Team Wealthbox
Updated over a week ago

Can I create repeating tasks?

Written by Team Wealthbox
Updated over a week ago

How do I set specific due-dates to tasks?

Written by Team Wealthbox
Updated over a week ago

How do I filter tasks by user?

Written by Team Wealthbox
Updated over a week ago

How do I associate a task with a contact, project or opportunity?

Written by Team Wealthbox
Updated over a week ago

When I assign a task to another user, does that user receive an email notification?

Written by Team Wealthbox
Updated over a week ago

Where can I view my tasks?

Written by Team Wealthbox
Updated over a week ago

Where can I see all users tasks for my workspace?

Written by Team Wealthbox
Updated over a week ago

Can I customize task categories?

Written by Team Wealthbox
Updated over a week ago

Who can view my tasks?

Written by Team Wealthbox
Updated over a week ago

How do I change task categories?

Written by Team Wealthbox
Updated over a week ago