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Tasks

Tasks

The Tasks area in the left sidebar is where you create and manage tasks—follow-ups tied to clients, internal to-dos, or other records depending on how your team uses Xagle.

Basics
  • Open Tasks, then use New (or the + next to the menu) when you have permission to create tasks.
  • Assign tasks to users, set due dates, and mark items complete when finished.
  • Your open tasks can also appear on the dashboard in the Task List widget; see Task List Widget.

If you do not see Tasks, your role may not include it—ask an administrator.

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