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Make Complex Steps A Breeze With Thoroughly Written Descriptions
Make Complex Steps A Breeze With Thoroughly Written Descriptions

Document complicated workflow steps using Task Description to help ensure that things get done the right way, the first time.

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago

Descriptions on Client Tasks allow you to:

  • Prepare for team growth by providing context on a specific task, detailing how it needs to be done, where to find supporting resources, and where the resulting work product should be stored

  • Provide templates that can easily be followed/filled in when working on this step for a client

You can add a Description to a Task by selecting the in-line Description icon:

Now you can write a description in the Task Details panels:

Select the Save button when you are finished editing:

You can expand the task's description to preview by selecting the Description icon in-line with that task:

You can select Edit Task Details from the Task's menu to make changes:

Task Descriptions will be included with the Task when a client is added to this Workflow. Select the Description icon in-line with that task to show and hide:

Quick Copy Function

You can store a template for your meeting notes as a description, which can be quickly pasted into a new comment during or after a client meeting or call.

A new quick copy function for task descriptions

Simply click on the copy button to automatically copy the template to your clipboard, then paste in comments.

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