PracticeFlow - Help Centre

Tasks

  • Can I create a checklist for a task?
  • How are Smart Tasks triggered?
  • How can I filter task information?
  • How do I assign users to clients and tasks?
  • How do I complete a task?
  • How do I create tasks?
  • How do I edit a Smart Task template?
  • How do I prioritise a task?
  • How do I review my tasks?
  • What are the Tasks?
  • What is a Smart Task?
  • Why is a Smart Tasks are not created?

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