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Create and Manage Task Folders

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Bytimothy A
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Overview: 
Creating and Managing Tasks Folders allows you to organize tasks into specific groups or categories. This helps keep your task list structured, making it easier to locate, manage, and track tasks related to different projects or workflows.

Follow these steps to create and manage task folders:

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 2: You will then be navigated to the Tasks tab.

Step 2: You will then be navigated to the Tasks tab.
Step 3: Click the Folder icon next to + Task to expand the dashboard.
Step 3: Click the Folder icon next to + Task to expand the dashboard.

Step 4: Or click the Expand icon in the top-right corner.

Step 4: Or simply click the Expand icon in the top-right corner.

Step 5: The folder list will be displayed on the left-hand side of your screen.

Step 5:The folder list will be displayed on the left-hand side of your screen.

Step 6: You can enable editing or deleting a selected folder by hovering over it.

Step 6: You can enable editing or deleting a selected folder by hovering over it.

Step 7: To create a new folder, click the + (plus) icon next to the dropdown menu.

Step 7: To create a new folder, click the + (plus) icon next to the dropdown menu.

Step 8: A pop-up window will appear, prompting you to enter a folder name and choose a color for organization. You can also select multiple users to assign to the new folder.

Step 8: A pop-up window will appear, prompting you to enter a folder name and choose a color for organization. You can also select multiple users to assign to the new folder.

Step 9: A Manage Folders button is also available.

Step 9: A Manage Folders button is also available.

Step 10: From here, you can edit or delete existing folders. You can also click the Add Folders button to create new ones.

Step 10: From here, you can edit or delete existing folders. You can also click the Add Folders button to create new ones.

Step 11: Once you’ve finished, click Done to save your changes and exit.

Step 11: Once you’ve finished, click Done to save your changes and exit.

Step 12: You can now see your newly created folder in the folder list.

Step 12: You can now see your newly created folder in the folder list.

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