Articles on: Client Portal

Tasks Overview

In Plannr, Tasks are an easy way to keep track of what needs to be done. From the Dashboard, you can see all open tasks at the top. You can click on the Open Tasks to go to the My Tasks section, or alternatively find My Tasks from the menu on the left hand side.




From the My Tasks tab you can see all open tasks that have been assigned to you, as well as the date they must be completed by. These dates appear in black when the due date is far away, orange when it's due within the next 3 days and red when it's overdue.

Each task has a tick you can press when the task has been completed.




Clicking on the arrow shows you more details about the task, including any Notes and the description.




More information on Notes can be found here

Updated on: 11/10/2023

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