After creating clients, it is time to add a task. Adding a task can be done in two ways: 

  1. through the green button: Add a task;
  2. and by typing the task in the bar: + add a task name and press enter. 

When clicking on the green button: Add a task, Swydo tells you to select a client. 

After selecting a client, you can fill in the task name.

If you go to the client section, you will see this task beneath Your open tasks.

When hovering over the task you will get two options: delete the task or create a deadline for it

Click on the task to discover more options, such as add a comment, unfollow the task, repeat the task, and add the log time.  

Tasks helps you to keep your account organized and structured. 

Still need help after reading this article?
Please explore our help centre further or reach out to our support team (support@swydo.com). You can also schedule a demo to get an answer to all your questions

Happy reporting,
The Swydo team

 

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