Project Management & Communication
Keep things running smoothly with Botkeeper Infinite's task & project management, and learn how our communications features facilitate collaboration.
Creating Tasks & Projects
- What is "Work," and how do I find it?
- How do I add a new task?
- How do I create a project template?
- Add a Task to a Project
- What are "Task Watchers" and "Project Watchers"?
- Create projects in BOS for non-Botkeeper projects and assign them to my clients
Completing/Working With Tasks & Projects
- Completing Tasks
- What do I do if I have a task I can’t close?
- We have A LOT of clients and tasks in the system, how do I ensure that I’ve completed all tasks I’m responsible for?
- What is the difference between the Upload & Save and Upload & Complete buttons seen in some portal tasks?
- Reassign task from one staff person to another in BOS
- Reassign Tasks
- Reassigning assignees on multiple tasks at one time
- How do I edit tasks?
- How do I change the due date on a task?
- Deleting Tasks
- Automated Tasks
- What auto-generated tasks might I find in Work?
- Are all tasks in BOS generated by Botkeeper?
- How do I create a Project from a Project Template?
- What recurrence options are available in the Projects feature?
- Organizing Projects Using Filters
- How do I edit project details?
- Delete a Project
- How do I delete a Project Template?