In this article we will go over how to add task to client lists in Truss
- There will be step by step instructions with screenshots included with each step.
- There will also be a video tutorial that you could follow along with as well.
Let’s get Started!
Step One:
In your email you will go to the tool bar and click on request documents, it will be the icon with the Truss logo.
Step Two:
After clicking request documents a menu will pop up, click the user icon under new project.
Step Three:
After clicking the user icon a list of recent projects will pop up, select the project you wish to add a task to by clicking the pencil icon.
Step Four:
After selecting the project, you can look up the task you are wanting to add to that particular project.
Step Five:
After adding the task you will then click insert link, from there a button will populate in the body of the email for your clients to upload their documents.
Step Six:
As you can see here, the button has populated and all you have to do now is include a body and subject to the email if you wish, then hit send.
