Applies to:
Team Plan Subscribers
In this article you will learn how to:
Add a New Task
Step 1
To add a new task, click on the time slot for the employee column you want to assign a task to.
Step 2
Choose the service you want to add or edit to your specific employee. You can also add or update the following;
Customer Name
Email Address
Phone Number
Service Date and Time
Notes
Images
Once done, click on update to save the changes.
Update an existing task
Step 1
Sign in and go to the Tasks page by clicking the Task sheet icon.
To be able to add tasks, make sure that the employee schedules are open.
If there is no “schedule” for your employee, create one first before you can add a task under their name.
Step 2
Hover your cursor over the existing task you want to edit. Update by opening menu options for the task and selecting either edit or delete.
Step 3
Click on update to save any changes to the task.
Related Article(s):
How to add tasks
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