PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Tasks > Tasks Overview
Tasks Overview

Tasks are a great way to stay organized with all the miscellaneous things you do every day to keep your business running at peak condition. Not only can you view a list of what you need to do today, you can look back at the history of your tasks and recall events and other things that should have been done. 

Task Features

  • Tasks can be linked to individual clients, as well as to specific session and/or invoice records. See also: Linking a Task

  • You can assign tasks to individual users or departments. See also: Assigning a Task

  • Tasks can be given a priority of 1 to 5. 

  • Tasks can be organized and tracked using task types and statuses. See also: Task Types, Task Statuses

  • Communication records (such as emails, texts, and phone calls) can be linked to a "parent" task. 

  • The Tasks Hub displays all your company's tasks, regardless of who they are assigned to and whether they are completed or not.

  • Tasks assigned to you or your department are listed on the Tasks panel of your Spectra/myStratus home page. See also: Home Page Overview



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