Joy App

Creating a task is being done by an action. This guide will show you how to create a new task either through the client record or in the My Tasks…

How do I create a new task?

After you have created a task it is possible to edit the task.

How do I edit a task?

To find your actions to be done today, please follow this step-by-step guide below.

How do I find the actions that I need to do today and how do I mark them as done?

How do I delete a task?

You can also use Joy CMS to keep track of personal tasks (tasks not attached to a specific client) so you can track everything in one place.

How do I add a personal task?

Sonja Gebhardt

The tasks tab allows you to use the Joy CMS as a task list, these articles walk you through how to do so..

📋 Tasks

Create a custom design with text, images, and links

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