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Nicole
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Task Lists

Task lists are subcategories. They are not the tasks themselves. Each task list must have at least one task under it. Task lists can also have due dates that imply that all tasks underneath it are due on that date. In the example blow, 'Initial Consult' is the task list.

Tasks

In the example above, the four tasks under 'Initial Consult' are your tasks.

All of your tasks will go under a task list. You can automatically assign a task to an employee and give it a due date that’s relative to an event on the job or another nearby task.

Quick Tip:  You can drag and drop tasks and task list between sections by clicking and dragging up or down.

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