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Free CRM course · Lesson 08 of 16 · 7 min

Task management

Three ways to add tasks, assign them to your staff and follow them through to done.

Related: All features · The full course

All 16 lessons

  1. 01How to sign up for a free trial
  2. 02Intro and overview: save money, make money
  3. 03How to add customers
  4. 04How to add items, products and services
  5. 05How to create a quote
  6. 06How to create an invoice
  7. 07How to create credit notes
  8. 08Task management
  9. 09How to add a staff member
  10. 10How to create a project for staff and clients to follow
  11. 11How to manage leads
  12. 12How to manage expenses
  13. 13How to edit automated email templates
  14. 14How to manage staff permissions
  15. 15How to manage contacts
  16. 16Reports overview

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