How do I create a Task?

If you are an Account Owner or Team Member with Admin permission, click on the Task tab, click the '+ Tasks' button. Choose a Client and add Task Info. When adding the Task's Title, you can use a Task Type from the drop-down list or manually type in the 'Title' field to create your own Task Type. You can mark the task billable for work performed by the Account Owner or Team Member. You can enable Cora Assistant if you need reminders sent to task owners who haven't completed their due Tasks. When done adding details, you can click 'Save' to add that one Task or 'Save and Add More'.