Using your Tasks and Projects Module
Atlas' advanced Task and project Management features help you make sure every action, follow up and event can be thoroughly organized and managed.
- 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)
- Create a Task (desktop version)
- Best Practices in Using Project Templates to Manage Sales and Retention
- Searching for Tasks
- Tracking Task Hours
- Reassign Tasks in Mass
- Tracking Staff Response Times on a Task
- Create a New Project for Tasks (desktop version)
- Search for an Existing Project
- Create Contacts tied to a Task
- Generating Emails from Completed Tasks
- Contact Project Participants via Email