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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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