Tasks Lists

What are Task Lists?

Task lists are simply a collection of tasks that an admin has to complete. You can link task lists to CRM boards and automate operations such as onboarding in your space.

How Task Lists Work

You create a task list from the CRM section of the Admin Panel and then add a series of tasks to the list. Task list tasks work like any other standalone task, except they're always linked to a task list. Standalone tasks cannot be added to task lists.