Managing Services

To configure services, click the Settings cog and select Services.

A list of all default services will appear:

For each service, you can:

-          Rename (for example, rename “Onboarding” to “Engagement Letter”)

-          Archive (folder icon)

-          Enable/disable whether the service appears at the top of the Tasks tab.

Note: Hiding a service does not delete tasks, it only removes them from view.