Tasks

In this article, we’ll walk through the Tasks feature located under the Studio Operations tab and explain how to create, assign, and manage tasks within your system.

The Key Steps

1. Navigate to Tasks

Click the Studio Operations tab in the left-hand navigation menu.
Click Tasks.

Here, you will see all tasks currently created in your system.

2. View Existing Tasks

In the Tasks section, you can:

See all assigned tasks
View task status
Monitor due dates
Track progress

This gives you a centralized place to manage internal to-dos.

3. Create a New Task

Click Create Task.

You will be able to enter:

Task Name
Description
Status
- To-Do
- In Progress
- Complete
- Cancelled
Priority
Due Date
Due Time
Set as Recurring (if needed)

4. Assign the Task

You can:

Associate the task with a Contact
Assign the task to a specific User in your system

You can also create tasks directly from within a contact profile.

Simply:

Open a contact
Go to their Tasks section
Create and assign a task from there

5. Track Tasks from Your Dashboard

Tasks assigned to you can also appear on your Dashboard, making it easy to monitor what needs attention.

6. Enable Task Notifications

To receive notifications:

Go to Settings
Check your Notification Preferences
Ensure task notifications are turned on

This allows you to be alerted when:

A task is assigned to you
A due date is approaching

The Tasks feature helps your team stay organized, follow up consistently, and ensure nothing falls through the cracks.

If you have any questions about the Tasks section, please reach out to the Market Muscles Support Team.