How can I create a task?

You can create a task within the "Activities Center".

Create a New Task

  1. Click on “Activities” to open your activity box.
  2. Click on “Create New Activity” button to continue.
  3. Select the activity type “Task” (the tick-icon).
  4. Configure your task according to your preferences and click "Save".

Tip: You can customize the task name within the Pipeliner Admin Portal under “Common Lists”.

 

In the latest collection update we have introduced an option for Business and Enterprise tear subscription to create a recurring task. It is enough just to click on the Set Recurrence button

On the following screen you may set the recurrence pattern (Daily/Weekly/Monthly/Yearly) together with the duration

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