In Optix, you can use the Task feature to help your admin team stay on top of all the different duties in your dashboard. With this feature, you can create both non-recurring and recurring tasks.
How do I create a Task?
To create a task, follow the steps below:
Click on the Task tab from the left-hand bar
Click on Add task from the top right corner of the screen
From the panel:
Add a title of the task
Select an assignee
Add the Status of the task
Specify the due date and due time of the task
Specify if it's a recurring or non-recurring task
Add a label (if applicable)
Add a description of the task
Click Save
💡 Tip: You can create a Task directly from specific areas of the dashboard
Note: The 'Owner' and 'Manager' admin roles have visibility of all tasks, while the 'Client representative' and 'Reception' admin roles only have visibility of tasks assigned to them. |
Some of the areas you can create Tasks directly from are:
Bookings
Users/Teams
Plans
Invoices
To create a task directly from these areas, simply click on the three-dot menu on the subject of interest.
Once you've created tasks, click here to learn more about how to manage these tasks.