Link from Task Tag to source with one click
Tasks are becoming a more and more important feature within Formitize and will play a bigger role in the future.
The SmartAssist program can create automated Tasks for many different events such as overdue invoices, new sales leads, overdue jobs and a whole lot more. You can also create Tasks manually that are linked to Contacts, Jobs or Forms.
When Tasks are automatically created by other modules such as jobs or invoices, the Task will include coloured Tags indicating the type and source of the Task creation (see image below). These tags are now clickable so that you can be taken straight to the source of the task such as the specific Invoice or Job.
The end result is direct linking between the Task and source that generated it (and any related fields such as the contact) thereby enabling you to quickly access all related information and save a lot of time.
Formitize - Innovating Smarter Business.
Back to Smart Business Hub