TaskPutty User-Manual
Start by selecting a page from the left. Welcome to the TaskPutty user manual and online help.
Process Boards
How to use Boards
Create and Move Leads
Type-to-Search and Advanced Features
Design your own Processes
Process Design Overview
How to Design your own Sales Process
Advanced Process Design
Filter Cards by User or other Criteria
Start a New Process When Another Completes
Form Designer
Form Designer Basics
Different field Types
Date and Time Fields
Automatic Sequence Numbers
Rules
Rules Overview
The different places you can use rules
Bin Rules
Board Rules
User defined Actions on Items
Reports
How to make your own Reports
