Managing Tasks

1- Under the “Tasks” tab within LionDesk, you can view tasks within your LionDesk account.

2- You can view your tasks within the table under "View Calendar Tasks"

3- Once your task are added and displayed in the table/list you can choose to:

  • Edit the task by selecting the pencil icon
  • Mark the task as completed by selecting the checkmark icon
  • Delete the task by selecting the trash can icon

4- From the task table you can also

  • Copy tasks to a clipboard
  • Export tasks in a .CSV file
  • Export tasks in a PDF file
  • Print Tasks

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