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Manual  /  Tasks & documents  /  Managing and following up tasks
Part 1 of 2, Tasks and documents

Managing and following up tasks

You can link tasks to a deal, event or contact, with status, priority, deadline and owner. For sponsor deals Clubwise can automatically generate tasks based on the deal agreements.

Task list with status, priority, deadline and owner.
Task list with status, priority, deadline and owner.
Tip: On the dashboard (Home), under “Needs attention”, you immediately see your own open tasks and overdue tasks — see The dashboard (Home).