How tasks and task members work

INTENDED SEARCHES: task, task member, assign task, task comment

Use tasks to track internal work that needs to be completed by one or more people.

Common task information:

- Task title.

- Description.

- Assigned member or members.

- Due date when available.

- Status.

- Comments.

- Related customer, job, project, or clock record when available.

Steps:

1. Open Tasks.

2. Create a new task.

3. Add a clear title and description.

4. Assign the correct team member.

5. Add due date or related record if needed.

6. Save and update the task as work is completed.

Why this matters:

Tasks prevent internal work from being forgotten. A vague task creates confusion and missed follow-up.

Support note:

If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.