Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

Adding a List Documents action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.

The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll through your Users to find the right person. Adding a Manual Allocation action Note: You can add more than one question and also add a specific answer, so the box will…

When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…