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Knowledge Base

Learn about features, integrations, customizations and more.

Tasks

What is the "My To-Do's" page?
What are Tasks in Wealthbox?
What is the Suggested Actions feature for Tasks?
How can I update the due dates for multiple Tasks and/or Workflow steps at one time?
Who can view my tasks?
What are Task Categories and how can I customize them?
Where can I view my tasks?
Where can I see all Users' tasks for my Workspace?
When I assign a task to another user, does that user receive an email notification?
How do I filter tasks by user?
How do I set specific due-dates to tasks?
How do I associate a task with a contact, project or opportunity?
Can I create repeating tasks?
Can I assign tasks to other coworker users within a Workspace?
How do I create new tasks in Wealthbox?
What are Teams and how do I create or manage them?
How do I create a task template in Wealthbox?
How can I update the due dates for multiple tasks at one time?

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