Tasks and Projects
MC Trade's Tasks and Projects Modules can help you plan and execute a wide variety of events and projects. Tasks can range from a simple To-Do Item to a long term effort to engage or sell a member. Projects are collections of Tasks, each with it's own owner, due date, details and time logging.
- ★ Overview of the Tasks and Projects Modules
- ★ Tasks on a Profile (Browser)
- ★ Create a Task (browser version)
- Task Search (Browser)
- My Tasks Dashboard (Browser)
- Create and Manage Project Template Tasks (Browser)
- Generate Tasks from Project Type Template (Browser)
- Best Practices in Using Project Templates to Manage Sales and Retention