Task Categories

Calendar Tasks

Calendar Tasks are specifically compiled by the date on your specific tasks.

1- Locate your Calendar Tasks by clicking on the "Tasks" tab within your LionDesk menu

2- Once you're under the "Tasks" tab, stay under the "View Calendar Tasks" section and locate the Calendar Tasks table

3- Depending on the task’s date, the task will be categorized under

  • “All Due”
  • “Overdue”
  • “Current”
  • “Upcoming”
  • “Completed”

 

Task Buckets

Task Buckets are used to organize tasks that you may need to get done, but there isn't a particular date that it needs to be done by. Your LionDesk account is pre loaded with three buckets: 'Now', 'Later', and 'Sometime in the Future' to get you started.

1- When you add a new task, you can either set a specific due date, or you can put it in one of your buckets.

2- Use your buckets for things such as ordering more signage, business cards, sending a gift to a client, etc.

3- You can also add new task bucket categories but clicking on “+” under “Task Buckets”

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