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Task Details
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Task Tips
Priority Levels:
  • High - Urgent, needs immediate attention
  • Medium - Normal priority task
  • Low - Can be done when time allows
Status Options:
  • Pending - Not started yet
  • In Progress - Currently working on it
  • Completed - Task finished
Best Practices:
  • Use clear, action-oriented titles
  • Set realistic due dates
  • Add context in description
  • Link tasks to specific clients
  • Update status regularly
Quick Actions

After creating this task, you can:

  • View it in the task list
  • See it on the client's page
  • Update status as you progress
  • Mark as completed when done