Contact & Support

Frequently Asked Questions

• How do I add users, so I can assign tasks to them?

  Users can be added by selecting manage my domain from the user drop down menu, users will then appear on all assigning drop downs.

• How can I create a task for a customer / project / job?

  There is an icon against each item for adding tasks, simply press this to bring up a box for entering the Task Summary.

• How can I assign an exiting task to a customer / project / job?

  To Assign an existing task to a customer / project / job, edit the Task and go to the tags box, start entering the name of the item you wish to assign the task to and it should appear in a list below the tag.

• How can I trigger an action on closing a Task?

  Please see Actions documentation.

• How can I connect my system to the Dynamic Tasks API?

  Please see API documentation.