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Restrict Task Visibility for Project Members in Quotify CRM

By default, all tasks related to a project are visible to all project members.

If you want project members to only see tasks they are directly assigned to or following, you can restrict visibility with a simple setting.

Staff members with the “Tasks → View” permission or admin access will still be able to see all tasks, regardless of this setting.
This setting ensures tighter control over task access and improves focus for team members working on large or multi-department projects.

Creating Recurring Tasks in Quotify CRM

Recurring tasks let you automatically generate tasks on a set schedule, ideal for repeated actions l...
Creating a New Task in Quotify CRM

To create a new task: From the main menu, navigate to Tasks Click the “New Task” but...
Task Timesheets in Quotify CRM

Task timesheets track all the time logs (started timers) for a specific task. These are maintained i...
How to Invoice Non-Project Tasks:

Go to Sales → Invoices and click “New Invoice” After selecting a customer, a d...
Linking Tasks to Features in Quotify CRM

In Quotify CRM, tasks can be linked to various modules—like projects, customers, invoices, and...