Do I get a notification when a task is completed or is overdue?
When creating a new task, you have the option to receive a notification when a task is overdue or completed. You must select these options if you want to receive the notifications.
To activate this option:
Create a new Task
Assign a user
- Under Alarm me when, select the desired option
How Do I Create a Task Template?
If you are looking to create a template with multiple steps that need to be completed, you can create and edit Task Templates by going to Task Template List. This is accessible through the Task section (there is a Task Templates link on the colored ...
How do I know if a Task I assigned to someone has been completed?
When creating the task, there is an option for the creator to be notified when the Task is completed or overdue. If the Task isn't completed by the set due date, you will be notified. You can also check by using the advanced search in Tasks. You can ...
How Do I Open Attachments From Tasks?
When you get assigned a Task there may be some Zola Documents attached to it. In order to open these Documents you must: Go to the Task and click on the 3 vertical dots to the right and select Edit Now you will want to click on the Attach Zola ...
What are sub-tasks?
Certain tasks, like filing a bankruptcy petition or preparing a contract for the sale of a home, have a number of steps which must be completed. Subtasks allow you to break up a parent task into more granular steps. As you complete the subtasks you ...
How Do I Convert an Email to a Task?
If you are in an Email and the contents require you or a colleague to complete a Task, you can convert that Email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and ...
Experiencing degraded performance in Zola Suite?