In this video I’ll show you the various places you can find your “+add Task” buttons and the process to actually add a new task. I’ll also go through how you can link a task to a transaction or customer/vendor. Additionally, we hop around the file to see all the various places you can create a task (there are many, and don’t cover them all). Happy viewing!

#tasks #newtask #createatask #addtask #linking #link