Task Management
Comprehensive guide for creating, managing, and tracking tasks across your practice.
Task Setup
Configure task module settings, default values, and practice-wide task preferences.
Open GuideAdd Task
Create new tasks, assign them to team members, and set priorities and deadlines.
Open GuideRecurring Task
Set up tasks that repeat automatically on daily, weekly, monthly, or custom schedules.
Open GuideEdit Task
Update task details, modify assignments, change deadlines, and update task status.
Open GuideBulk Actions in Tasks
Perform actions on multiple tasks at once: update status, reassign, change priority, or delete.
Open GuideTask Dashboard
View comprehensive task overview, analytics, and insights for your practice.
Open GuideTask Timesheet
Track time spent on tasks, log billable hours, and generate timesheet reports.
Open GuideTask Billing
Convert completed tasks into invoices, track billable work, and manage task-based billing.
Open GuideTask Comments
Add comments, updates, and notes to tasks for better team collaboration and communication.
Open GuideTask Reminders
Set up reminders and notifications for task deadlines, updates, and important milestones.
Open GuideShare Task with Client
Share task progress and updates with clients through secure client portal access.
Open GuideCustom Fields in Task
Add custom fields to tasks to capture practice-specific information and requirements.
Open GuideTask Permissions
Configure who can view, edit, assign, and manage tasks based on roles and permissions.
Open GuideTask on Mobile App
Access and manage tasks on the go using the CA Cloud Desk mobile application.
Open Guide