Team (Basic): Access & Assignees

Managing tons of tasks among many team members can quickly get confusing. Assigning clients, tasks, jobs and invoices to specific team members helps firm owners and admin stay in the know about who is doing what—and who to go to when questions come up. Learn all about making team members assignees.

Managing tons of tasks among many team members can quickly get confusing. Assigning clients, tasks, jobs and invoices to specific team members helps firm owners and admin stay in the know about who is doing what—and who to go to when questions come up. Learn all about making team members assignees.