• Create New Task

    2025-04-04 08:15:01
    In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. ...
  • By the default all project related tasks are visible to all project members.If you want only to ...
  • Copy Task

    2025-04-04 08:22:41
    In 2Desk CRM task can be easily copied to be re-used and save valuable time creating each task again and again. ...
  • Linking task to features

    2025-04-04 08:25:29
    Task can be linked to any important features in 2Desk CRM to keep track of your work and assign important actions to your agents. ...
  • Recurring Tasks

    2025-04-04 17:35:04
    Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. ...
  • Add task assignees

    2025-04-04 17:38:02
    To add task assignees open the task by clicking on the task subject while the tasks are listed. ...
  • Task Timesheets

    2025-04-04 17:40:07
    Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. ...
  • Bill Tasks

    2025-04-04 17:43:04
    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS....