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To create a new task, navigate to Tasks from the main menu and click on the New Task button. Subject – Enter the subject...
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NOTE: This feature is available starting from version 1.6.2. By default, Estate Mailer Pro ships with 5 predefined statuses: Not Started...
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By default, all project-related tasks are visible to all project members.If you want to show only the tasks where the staff member is assigned or added as a follower, you need to turn off Allow all staff to see all tasks related to pro...
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In Estate Mailer Pro, tasks can be easily copied to save valuable time by reusing them instead of creating each task from scratch. While the task modal is open, click...
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Tasks can be linked to any important features in Estate Mailer Pro to keep track of your work and assign important actions to your agents. Go to the Tasks...
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Recurring tasks is a feature that allows you to create tasks that will repeat at a specified interval. To create a recurring task, go to the Tasks menu in the admin area and click on the New Task...
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To add task assignees, open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal, there will be a dropdown to select assignees....
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Task timesheets track all started timers for a specific task. Timesheets are stored separately for each task started by the task assignees. To view all task timesheets, while the task modal is open, click on the tim...
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1. To invoice non-project tasks, when creating an invoice, there is a dropdown just to the right side of the items dropdown labeled BILL TASKS. After you select a...