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Tasks feature within Clarity
Tasks feature within Clarity

How to use the 'Task' feature in Clarity to quickly assign and add new tasks

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Written by Hope Dance
Updated yesterday

Whether you are in your firms account or a client's clarity account, by selecting 'Tasks' you can quickly see the following:

Today's Tasks - Any tasks that are due prior to today

My Tasks - Any tasks that have been allocated to you specifically or tasks which haven't been attached to any entity

Client Tasks - All tasks that have been allocated to your clients

Within each of the options you can quickly add a task, whether this is Personal i.e just creating a task for yourself OR a general Task i.e creating a task for a client or a different team member

Tasks can also be generated from Numina when creating an action plan, learn more on how to use Numina here

Read this article here which explains how to create tasks in Clarity.

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