Overview This guide explains how to add an ideas board to your project within the DealTrail task management platform. You can create boards for internal use or share them externally with or without PIN-based access. This feature is designed to streamline ...
This guide explains how to set up and use the request functionality in the DealTrail Task System. Follow these steps to create request boards, set up categories, create forms, and manage both internal and external client interactions. Creating a Reques ...
Overview Templates in DealTrail’s task management system help streamline repetitive task creation, ensuring you don’t need to start from scratch each time. By saving tasks as templates, you can replicate them across projects with ease, mainta ...
Overview Procedures in DealTrail allow you to streamline repetitive task creation for your business processes. For instance, if you frequently create multiple tasks (e.g., 10 or 12) for new clients, procedures can group these tasks into a single automate ...
Overview This guide explains how to create and configure tasks within DealTrail’s task system. Tasks can be customized, assigned to team members, and enhanced with additional features like file uploads, comments, time logging, and recurring schedul ...
Overview This guide walks you through the process of creating and managing a project within the task system of DealTrail. It includes instructions on setting up a project, adding team members, organizing workflow steps, and managing tasks effectively. ...
Overview Automations in DealTrail allow you to streamline and synchronize tasks and activities. You can use custom triggers and actions to manage workflows more efficiently and ensure tasks are executed with minimal manual intervention. Syncing Tasks ...
Overview The Task System in DealTrail allows you to track time, manage tasks, view notifications, and access a detailed dashboard for time statistics. This guide explains how to utilize these features effectively. Dashboard Overview The DealT ...