New and Improved Tasks and Team Management Update


With the new update for Tasks and Team Management out we want to take the time to discuss these changes in detail.

We have completely revamped the Tasks section with this new update introducing new view options such as (Card, and Calendar view). Now allows for improved organization, efficiency, and task tracking. This also introduces task checklists, progress bars to track status, and sending reminders via SMS or Email.

Also in this update is an improved way you work with Team Management for the Investment Dominator. You are now able to assign records to team members, Add specific roles for future or existing members, and run KPI and productivity reports.

1. For more information on the new Tasks update:
Tasks > Reports: Understanding The Data
Tasks Update: Calendar View

2. For more information on the new Team Management update:

New Update for Roles and Permissions for User Management



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