What happens when I check off a task?

The task disappears from the open list, gets status "Completed" and is synced to GoHighLevel (if linked). A notice appears in the activity feed.

Checked off by accident? Activate the Completed filter in the top-right, find the task and click the check again to reopen the task.

Related

More on tasks.

Where do I find the tasks page?

Open Tasks in the sidebar. At the top you see two tabs: Workload (the active task list or kanban) and Overview (aggregat…

How do I manually create a new task?

Click + New task in the top-right. Fill in: - Title (required) - Client — link the task to an active client - Owner — t…

How do I filter tasks by deadline?

At the top is the deadline-filter strip: Overdue, Today, This week, This month and No deadline. The badge next to each f…

How do I filter by client or employee?

Next to the deadline filters are two dropdowns: Client and Employee. Pick one or more values to update the list instantl…

What is the difference between list, kanban and calendar view?

List — flat sortable table, quick to scroll, ideal for bulk actions. Kanban — columns per status (Open, In progress, Wa…

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