Skip to main content

Tasks Management

Click Task under the transactions Menu.

image-1758457355792.png

To add a new TaskĀ 

  • Click Add
  • Choose Task Type
  • Enter Task Name
  • Enter the Target Date
  • Enter Actions taken and comments by editing it whenever required.
  • Click Save

image-1758454571712.png

The Task Type can be managed using Admin -> Other Types options

image-1758457534352.png