myStratus WEB | Tasks Overview

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Tasks Overview

Tasks are a great way to stay organized with all the miscellaneous things you do every day to keep your business running at peak condition. Not only can you view a list of what you need to do today, you can look back at the history of your tasks and recall events and other things that should have been done.

Task Features

Tasks can be linked to individual clients, as well as to specific session and/or invoice records. See also: Linking a Task to a Client
You can assign tasks to individual users or departments. See also: Assigning a Task
Tasks can be given a priority of 1 to 5.
Tasks can be organized and tracked using task types and statuses. See also: Using Task Types, Using Task Statuses
Communication records (such as emails, texts, and phone calls) can be linked to a "parent" task.
The Tasks Hub displays all your company's tasks, regardless of who they are assigned to or if they are completed or not.
Tasks assigned to you or your department are listed on the Tasks panel of your Stratus home page. See also: Home Page Overview
Tasks assigned to you or your department are listed on the Tasks panel of your Stratus home page. See also: Home Page Overview