Tasks

Manage action items by deal or on a company-wide level.

• What are Tasks?
• Add a Task List
• Add Sections, Tasks, and Key Dates to Task List
• Add Predecessors to Tasks
• Add a User to a Task List
• Update a Task
• Manage Task List Columns
• Add Aggregated Task Views
• Add Task Collaborators to Global Task Lists
• Change the Task List View Display
• Manage Task Lists in Task Settings
• Add Subtasks to Task Items
• Link Status, Start/Due Dates, and Completion from another Task (BETA)
• Set Tasks to Calculate Duration/Lag in Business Days or Calendar Days
• Bulk Edit Task Items on any Task List
• Publish changes made to a Task Template to Existing Task Lists
• Exporting a Filtered Task List