Home Menu - Tasks

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Your task list can be linked to a company, client contact, candidate and job records, or they can be general tasks and not linked to any record.

For each user, any linked tasks which are overdue will appear on your Control Panel as a reminder to action with an exclamation mark (!) icon and the due date.


  • Click on the Task name to go straight to the task details.

More information on tasks, actioning tasks & how-to can be found on the main Tasks page.