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  1. MC Trade
  2. Tasks and Projects
  3. Using your Tasks and Projects Module

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.

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  • 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

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