Wealthbox Help Center
Go to Wealthbox
All Collections
Tasks

Tasks

Team Wealthbox avatar
12 articles in this collection
Written by Team Wealthbox

How do I create new tasks in Wealthbox?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

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

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Can I create repeating tasks?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How do I set specific due-dates to tasks?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How do I filter tasks by user?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

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

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

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

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Where can I view my tasks?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Where can I see all users tasks for my workspace?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Can I customize task categories?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Who can view my tasks?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

How do I change task categories?

Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago
Wealthbox Help Center
  • About
  • Email Support
We run on Intercom