FAQ: Tasks

Q. Why can't I start a task?

Depending on how your workflow is set up, it may be that you cannot start your task because a previous task needs to be completed.

To update your workflow settings, go to Settings > Workflows > [Workflow] and click Update.

Then click on your specific task and click Update again, and you can make any necessary changes to the Requires field as shown below:


Why is my progress bar showing red for my tasks?

If the progress bar at the top of your Lead/Job Dashboard is red, this is likely due to one of two reasons:

  1. A task has gone past its target date.
  2. A task has gone over the estimated time allocated.

This is to give you an easy indication when your leads or jobs have gone over schedule.

Example: A task has gone past it's target date.
Example: A task has gone over it's estimated time allocated.
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