Navigate the Task Workspace
Updated over a week ago

Managing work can be overwhelming at times. Managing tasks includes meeting deadlines and switching between tasks, depending on when clients provide needed items. This happens all while trying to provide better customer experiences. The task workspace redesign is easier when viewing, updating, accessing, and collaborating on each task and will save your firm time.

To get started, navigate to any task's workspace.

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Timers

Track your time by starting new timers and adding time entries in the task workspace.

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Priority

Manage priority levels from the task workspace.

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Status

Manage the status of parent tasks within the task workspace.

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Edit/Archive

  • Edit or Archive the parent task within the task workspace.

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  • Confirm this action by clicking Archive in the Archive task? window that pops up.

Add Team Members

View assigned team members and invite others to the task if needed.

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Dates

View dates, Add a date, and Edit/Delete dates in this section of the task workspace.

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Progress Chart

View the progress of a Task within the task workspace.

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Work Tab

Manage aspects of subtasks in this area. This is where you can Add assignees, Add automation, Add a tool, Add a client request, and Add a subtask. Reorganize subtasks in this area as well.

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Files Tab

Add new and existing files to associate directly with a parent task. Any file attached to a subtask itself will populate in this tab. You can also choose to Remove from task in this area.

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Notes Tab

View details of existing internal notes from team members as well as add a note or edit/archive from this space. Any note added to a subtask itself will also populate in this tab.

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Reminders Tab

View details of existing reminders from team members as well as add a reminder or edit/delete from this space. Any reminder added to a subtask itself will not populate in this tab.

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Automation Tab

View details of existing automations as well as add an automation or edit/delete from this space. Any automation added to a subtask itself will not populate in this tab.

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Comments

Collaborate with team members in the Comments slide out of the task workspace. Here you can attach files, send GIFs/images, and @mention team members. You can also easily collapse and expand the area by clicking on the

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icon.

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