Add Tasks

Add Tasks within your practice

We recognise not all jobs fall under a service so we added a feature to add tasks.

You can add a ‘one off’ task or make it repeatable.

Features Include

Create repetitive tasks

Client Engager comes with built in services for recurring jobs. However we also recognise that you may wish to create ‘reminders’, such as, check debtors, create a report, email a client etc.

Action with Services

Whether you chose a repetitive or ‘one off task’ they appear on the deadlines board with other services. This image shows the Kanban view.