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200s - Tasks & Custom Services  >  Manage Tasks Manage Tasks Brief Summary Learn how to add, save, set time, assign employee and apply recurring tasks to clients in Client Track. Step 1 In Tasks, go to > New Task Wizard (icon) Step 2 If you do not have a recurring task(s) under the Saved Tasks List column, click on Add New Recurring Tasks on top Note: If you already have saved recurring task(s) from list, go to Step 4. Step 3 1. Insert task name and select type of recurrance (i.e. monthly) shown above. 2. Click Add Tasks and verify that new recurring task(s) appear in the task list. 3. Insert custom task name to save as and then click Save. Click Ok to successfully save recurring task(s). Step 4 1) Select type of recurring task under Saved Tasks List shown above. 2) Check off type of task(s) scheduling for your clients. 3) Check off which clients you want to add recurring tasks to and then click     Apply tasks to selected clients. 4) Click Ok and go to Step 5. Step 5 Select which employee to assign recurring task to from drop-down list. Click Ok to successfully save recurring task(s) to selected clients. Step 6 1) Click the Tasks Calendar icon under Tasks. 2) Select the employee you assigned the task to from drop-down list on top right. 3) Verify that the tasks have been scheduled correctly to employee assigned.

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