Checklists & Tasks

Understanding Checklists and Tasks

Highlight a Person's Task by @mentioning Them

Opting Into or Out of Daily Tasks Reminder Emails

Add a Checklist to a Transaction

Manage Checklists on Transactions

Enable or Disable Scrolling on Checklists

Tasks Page

Syncing and Unsyncing Tasks with Calendars

Ways to Use Checklists & Tasks