Tasks & Workflows
Work that has to get done, and work that has to get done in order. Day-to-day tasks, multi-step processes like onboarding and annual reviews, and reusable templates.
Multi-step tasks (workflows)
- How do I pause, cancel, or restart a multi-step task?
- Can Omega AI complete a step for me?
- How do I branch a workflow based on what happened?
- How do I build a multi-step task?
- How do I add an approval step?
- How do I request a document from a client as part of a task?
- How do I convert a single task into a multi-step task?
- How do I set step dependencies and due dates relative to a start date?
- What is a multi-step task?
Tasks
- How do I create a task?
- How do I add subtasks or a checklist to a task?
- Where do overdue tasks appear?
- How do I add custom fields to a task?
- How do I see all tasks assigned to me, and my team's open tasks?
- How do I comment on a task or @mention a colleague?
- How do I link a task to a client or opportunity?
- How do I mark a task complete, and can I reopen it?
- How do I set a due date, priority, and reminder?
- How do I create a recurring task?
- How do I assign a task to a teammate?