Use Tasks to stay organized and on top of your activities or to assign work to others in your organization.
In this tutorial, we will review the following topics:
Where to Access Tasks
There are a few different places you can access Tasks in FreeAgent.
1. Right-Hand Menu
Click on the "My Tasks" icon in the right menu to reveal all of your assigned tasks.
2. Main Menu
The second is available in the main menu, right under the Activities section. You can also start typing 'Tasks' in the global search to get there faster.
3. Activity Feed
Go to the detailed view of any record and then click on the "Tasks" tab in the Activity feed.
Creating Tasks
You can create tasks from any of the three locations we listed above.
From the Right-Hand Menu:
From the Main Menu Task App:
From the Activity Feed:
The task creation modal will open for you to create your task.
1. Description
Here is where you explain what the goal of the task is. (Required)
2. Due Date
Date in which the Task should be completed.
Task Due Notifications
If a Task includes Due Date, you will have the option of selecting a notification alert from a drop down menu.
When the time comes to complete your task, FreeAgent will send you the notification. You will receive the notification in the web app, mobile app, and across all other delivery channels set via your personal preferences.
3. Type
Choose the type of task you would like to create.
When you select Email, Phone, or Text, FreeAgent allows you to select a template or phone call script.
4. Assigned To
Select the team member that will complete the Task. You can create Tasks for yourself or for other team members.
5. Note
Additional information about the Task and its result.
Once you are done filling out the information for the Task, click the 'Save' button.
Editing Tasks
If you want to edit an existing Task, click the 3 horizontal dots icon right next to the task’s description displayed when you hover over it with your mouse and click ‘Edit’.
Delete Tasks
You can delete existing Tasks at any time in different places:
From the Tasks icon, just click the 3 horizontal dots icon right next to the task’s description displayed when you hover over it with your mouse and then click ‘Delete’.
From the All Tasks list view, just select the desired tasks and click the 'Delete' button.
Confirm that you want to proceed, and the task will be deleted.
Note: This process can not be undone.
Complete Tasks
To mark a task as completed from the Tasks icon, you can simply click the checkbox to the left of the task’s description, or you can click the 3 horizontal dots icon right next to the task’s description displayed when you hover over it with your mouse and then click ‘Complete Task’, for either case, the system will automatically update its status to Done and add the Completed Date and Completed by information.
Completed Tasks will be displayed in a different section labelled as ‘Completed’.
From the Task's detailed page, you can click the 'Complete Task' button. It's located right next to 'Edit'. Once you do, the system will automatically update its status to Done and add the Completed Date and Completed by information.
One fun little touch is you'll get a stream of confetti every time you complete a task!