Tasks screen
- 23 Jul 2024
- 1 Minute to read
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Tasks screen
- Updated on 23 Jul 2024
- 1 Minute to read
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The following is the contents of the Tasks screen in the App workspace.
Important
The visibility and availability of some functionality depends on your account type. For more information about account types, contact our Support team.
If your account is configured with Proposals functionality, you can View the Proposal.
You can search for Milestones (Tasks) at the top of the page.
The Tasks screen contains tabs for various areas of the project.
Tabs include:
Overview — Here you can set Basic Info, Goals & Objectives, Additional Information, and Attachments.
Payments
Milestone statuses including:
In Development
Needs Approval
Delivered
Timeline
Documents, including Service Agreements, PRDs, Invoices, and Receipts.
Useful Links
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