Task Dashboard

In this video you will learn how to manage tasks in the Move platform. Here's a summary:

1. Task Overview: The "Task" section provides a detailed view of all tasks, including the task name, description, assigned user, contact, due date, and status. There’s also a dashboard widget for a high-level overview.

2. Filtering and Sorting: You can filter tasks by assignment, contact, status (e.g., pending or completed), and sort by due date.

3. Creating Tasks: New tasks can be created by assigning a title, user, contact, and setting a due date/time. Tasks can be assigned to a teammate with or without linking them to a contact.

4. Notifications: Users receive email notifications when a task is created and a reminder 24 hours before the task is due. Additional reminders can be customized as needed.

This system helps manage task assignments and deadlines efficiently within the platform.