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  1. MC Trade
  2. Tasks and Projects

Tasks and Projects

Atlas Tasks and Projects Modules can help you plan and execute a wide variety of events and projects. Tasks can range from a simple To-Do Item to a long term effort to engage or sell a member. Projects are collections of Tasks, each with it's own owner, due date, details and time logging.

Configuring your Tasks and Projects Module

  • ★ Overview of the Tasks and Projects Modules
  • Manage Task Type Codes
  • Manage Project Type Codes
  • Create a Project Template to Generate Tasks (desktop)
  • Color Coding Task Types and Status Settings

Using your Tasks and Projects Module

  • Create and Manage Project Template Tasks (browser version)
  • Generate Tasks from Project Type Template (browser)
  • My Tasks Dashboard (browser Version)
  • Task Search (browser version)
  • Tasks on a Profile (browser version)
  • Create a Task (browser version)
  • See all 17 articles

Reports for the Tasks and Projects Modules

  • Report Catalog - Tasks by Profile
  • Report Catalog - Task Listing
  • Report Catalog - Project Status

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