Use the Tasks feature to manage time and effort you or other employees of your organization spend on customer projects.
Most information in ONE UP is organized by customer, lead or vendor.
Select a project when creating a task. That way, you will keep all necessary information about this project, the follow ups, the creation steps and the time line. Should you wish to bill time to a project, link also an according service.
- The action New Project Task is used to create tasks and assign them to yourself or another employee. Use the "Assigned To" field to set the employee the task is assigned to.
- View Project Tasks allows you to see tasks for every user, sorted by due date. Use the search box inside View Tasks to narrow by customer or employee. When a task is complete, open it and set it to Done.