How do I manage my 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 it (for example, rename “Onboarding” to “Engagement Letter”)

-          Archive it (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.