To Do
Learn more about how to launch projects, complete tasks, and use automations to automate your workflows.
Getting Started With To DoThe To Do section is the central workspace where you plan projects, track every task, and let automations handle repetitive actions.
Overview of ProjectsLearn how to use Stax.ai CX to manage client projects, tasks, and workflows efficiently—just like a CRM.
Creating and Launching ProjectsLearn how to launch projects and tasks at scale to keep your team aligned and effective.
Creating and Managing TasksLearn how to create, complete, and manage tasks for your clients and internal projects.
AutomationsLeverage automations to level up your project and task workflows.
Understanding Filters, Views, and ReportingLearn how to set custom filters, generate data driven reports, and get the right information when you need it.
Bulk ActionsLearn how to update tasks, projects, and other items in bulk.