Tasks and the Task List are available in the Preferred & Ultimate editions of the Envision program. To upgrade, please contact our Sales Team at 800.231.9445 or firstname.lastname@example.org.
Tasks are used to create and assign duties or reminders to your staff or yourself.
To open the Task Categories List, hover over Employees in the Tool Bar of Envision Cloud, hover over Employee Options, and select Task Categories from the drop-down menu.
Task categories are used to separate tasks into easy-to-see groups. Tasks are created, edited, and marked complete in the Tasks section.
To add a category to the list, click to add a new category in the options to the left. Enter the name of the category into the blank field and click the "Save" button when finished.