The short, 2-minute video below will show you how to access and use the Task Manager in FreedomSoft. Use Task Manager to stay on top of follow-ups, assign work to team members, and keep deals moving forward as part of your daily workflow.
Accessing the Task Manager
The Task Manager can be opened from the icon at the top of the screen.
Core Functions
From there, you can:
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Complete or delete tasks individually or in bulk.
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Add a new task using the blue button, then save it to track important actions.
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Minimize the Task Manager to move it out of view, then reopen it anytime.
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Filter tasks by status, team member, due date, or related record to quickly find what you need.
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View in Calendar mode for a visual timeline of upcoming tasks and deadlines.
Why Use Task Manager?
Task Manager makes it simple to manage both personal and team tasks inside FreedomSoft. For example, you might create a task to follow up with a seller after sending an offer, or assign a task to a teammate to call back a new lead. Task Manager helps ensure nothing falls through the cracks and supports team collaboration and productivity by centralizing task management for your business.
Email support@freedomsoft.com with any further questions.