How to manage one-off task creation in Olari
Olari allows users to create tasks either as one-off actions or as recurring action scheduled at set intervals. This section focuses specifically on creating a one-off task.
Adding a New Task
- Navigate to the Client tab
- Select Tasks
- In the upper-right corner, click Add Task
- An Add Task pop-up window will appear
- Complete all required and relevant fields in the task form
- Click Save to create the task
Reviewing and Accessing Tasks
- To view the details of a specific task:
- Locate the task in the list
- Click on the task to open the Task Details page
- To return to the full list of tasks for a client:
- Click on the client’s name to navigate back to their task list