Task Manager Setup area
When in the task management area there are several Setup buttons (Messages and ToDo) to pull over the fields. Please default all the items to be included for users instead of having to get each user to set up the area. This is very time-consuming with large practices trying to implement the area. User can go back on their own and adjust the order and remove anything they wish.
3
votes
Crystal
shared this idea
Currently you have the ability within Users and Groups to set up what areas the user has access to within the PM