{"id":42287,"date":"2024-11-07T23:52:01","date_gmt":"2024-11-07T22:52:01","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=42287"},"modified":"2026-05-26T15:12:11","modified_gmt":"2026-05-26T13:12:11","slug":"dodac-zadanie","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/add-a-task\/","title":{"rendered":"Dodaj zadanie"},"content":{"rendered":"<h1>Add a Task<\/h1>\n<div>Set task reminders and track completion rates, enabling a clear overview of upcoming, in-progress, and completed tasks at a glance. Whether you&#8217;re assigning tasks to individuals or coordinating across teams, InvestGlass provides the structured approach needed to drive efficiency and keep your clients satisfied.<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Talk to Sales<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1542330952-bffc55e812b2-scaled.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/Task-InvestGlass-Subtask-2.png\" alt=\"Task InvestGlass Subtask\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/swissbern.jpg\" alt=\"Switzerland Sovereignty first\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/08\/Task-notifications-InvestGlass.png\" alt=\"InvestGlass Task Management\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-82.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/sumsub.png\" alt=\"sumsub\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/arab-bank-switzerland.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/credit-agricole-nextbank-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/open-geneva.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/al.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/aeon-investments.png\" alt=\"Aeon Investments\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Conduit-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/KAUST.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<\/ul>\n<h2>How to Start Planning with InvestGlass?<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/Task-InvestGlass-1.png\" alt=\"Task InvestGlass 1\"><\/p>\n<h2>Navigate to the Task Section<\/h2>\n<p>Step 1 <\/p>\n<div>Go to the &#8220;Tasks&#8221; tab in InvestGlass CRM. This area serves as the command center for managing all upcoming and ongoing tasks, allowing you to view, add, and organize tasks easily.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Task-Analytics-4.png\" alt=\"Task InvestGlass Subtask\"><\/p>\n<h2>Work with your team effectively<\/h2>\n<p>Step 2<\/p>\n<div>Team Collaboration, Share updates, comments, files, and progress directly within tasks so everyone stays informed and communication remains clear.<\/p>\n<p>Project Tracking, monitor ongoing activities with dashboards, timelines, and status tracking to ensure visibility across the entire team.<\/p><\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Task-Focus-3.png\" alt=\"InvestGlass Task Focus\"><\/p>\n<h2>Set Reminders and Save<\/h2>\n<p>Step 3<\/p>\n<div>InvestGLas enables teams to collaborate efficiently with task management and automatically generate accurate timesheets based on time spent on tasks and projects.<\/div>\n<\/li>\n<\/ul>\n<h2>Watch how it looks like<\/h2>\n<p><iframe src=\"https:\/\/youtu.be\/LwTT45QDK-E?si=lpht8hhvlo2DypLn\"><\/iframe><\/p>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1600275669439-14e40452d20b-scaled.jpg\" alt=\"Digital forms\"><\/p>\n<h3>With InvestGlass Your Data is Safe in Swiss Cloud solution <\/h3>\n<p>#1 Swiss CRM<\/p>\n<div>\n<p><span>Data sovereignty refers to the concept that information, which has been converted and stored in binary digital form, is subject to the laws of the country in which it is located. In a world of increasing cross-border data flows and varying data protection laws, ensuring data sovereignty has become a significant concern for business operations, especially when using cloud providers. InvestGlass, an independent Swiss company, stands out as the best solution to address these concerns. Switzerland&#8217;s robust data protection measures, combined with InvestGlass&#8217;s dedication to data localization and indigenous data sovereignty, offer unparalleled assurance. InvestGlass&#8217;s cloud infrastructure is tailored to safeguard against compromise, ensuring data is stored and transmitted securely, in compliance with international data privacy regulations like the General Data Protection Regulation (GDPR). Beyond just storing data, InvestGlass offers comprehensive data audits and data mapping features to assist businesses in maintaining control over their data, keeping it secure in the exact geographical location dictated by relevant laws. Whether it&#8217;s data residency options, data protection policies, or governance processes, InvestGlass is adept at navigating the complexities of data sovereignty requirements, making it an ideal choice for companies conducting business in various jurisdictions.<\/span><\/p>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Talk to Sales<\/a>\n    <\/p>\n<\/p>\n<h2>Discover more products<\/h2>\n<ul>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/digital-onboarding\/\">Digital onboarding<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/sales-tools\/\">CRM<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/collaborative-portal\/\">Customer portal<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/manage-portfolios\/\">Portfolio Management<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"Add a Task\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"Set task reminders and track completion rates, enabling a clear overview of upcoming, in-progress, and completed tasks at a glance. 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Switzerland\"}}]}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"How to Start Planning with InvestGlass?\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"margin_bottom\":\"large\",\"margin_top\":\"large\",\"text_align\":\"center\",\"title_element\":\"h2\"}},{\"name\":\"Grid Panel Style Card\",\"type\":\"grid\",\"children\":[{\"type\":\"grid_item\",\"props\":{\"content\":\"Go to the \\\"Tasks\\\" tab in InvestGlass CRM. This area serves as the command center for managing all upcoming and ongoing tasks, allowing you to view, add, and organize tasks easily.\",\"image\":\"wp-content\/uploads\/2026\/05\/Task-InvestGlass-1.png\",\"image_alt\":\"Task InvestGlass 1\",\"meta\":\"Step 1 \",\"title\":\"Navigate to the Task Section\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Team Collaboration, Share updates, comments, files, and progress directly within tasks so everyone stays informed and communication remains clear.\n\n\n\n\\nProject Tracking, monitor ongoing activities with dashboards, timelines, and status tracking to ensure visibility across the entire team.\",\"image\":\"wp-content\/uploads\/2026\/05\/InvestGlass-Task-Analytics-4.png\",\"image_alt\":\"Task InvestGlass Subtask\",\"meta\":\"Step 2\",\"title\":\"Work with your team effectively\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"InvestGLas enables teams to collaborate efficiently with task management and automatically generate accurate timesheets based on time spent on tasks and projects.\",\"image\":\"wp-content\/uploads\/2026\/05\/InvestGlass-Task-Focus-3.png\",\"image_alt\":\"InvestGlass Task Focus\",\"meta\":\"Step 3\",\"title\":\"Set Reminders and Save\"}}],\"props\":{\"content_align\":false,\"content_column_breakpoint\":\"m\",\"content_margin\":\"small\",\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_column_align\":false,\"grid_default\":\"1\",\"grid_medium\":\"\",\"grid_row_align\":false,\"image_align\":\"left\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"1-2\",\"image_link\":false,\"image_loading\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":false,\"image_vertical_align\":true,\"item_animation\":true,\"lightbox_bg_close\":true,\"link_style\":\"text\",\"link_text\":\"Read More\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"meta_align\":\"above-title\",\"meta_element\":\"div\",\"meta_style\":\"h4\",\"panel_image_no_padding\":true,\"panel_link\":false,\"panel_padding\":\"default\",\"panel_style\":\"card-default\",\"parallax_easing\":\"1\",\"show_content\":true,\"show_hover_image\":true,\"show_hover_video\":true,\"show_image\":true,\"show_link\":true,\"show_meta\":true,\"show_title\":true,\"show_video\":true,\"title_align\":\"top\",\"title_element\":\"h2\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_link\":true,\"title_margin\":\"small\",\"title_style\":\"h3\"}}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Watch how it looks like\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"margin_bottom\":\"large\",\"margin_top\":\"large\",\"text_align\":\"center\",\"title_element\":\"h2\"}},{\"name\":\"Video Box Decoration Floating Shadow\",\"type\":\"video\",\"props\":{\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"text_align\":\"center\",\"video\":\"https:\/\/youtu.be\/LwTT45QDK-E?si=lpht8hhvlo2DypLn\",\"video_box_decoration\":\"shadow\",\"video_controls\":true,\"video_loading\":\"lazy\",\"video_width\":\"750\"}}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"name\":\"Panel Content Columns Image Right\",\"type\":\"panel\",\"props\":{\"content\":\"\n\n<p><span>Data sovereignty refers to the concept that information, which has been converted and stored in binary digital form, is subject to the laws of the country in which it is located. In a world of increasing cross-border data flows and varying data protection laws, ensuring data sovereignty has become a significant concern for business operations, especially when using cloud providers. InvestGlass, an independent Swiss company, stands out as the best solution to address these concerns. Switzerland's robust data protection measures, combined with InvestGlass's dedication to data localization and indigenous data sovereignty, offer unparalleled assurance. InvestGlass's cloud infrastructure is tailored to safeguard against compromise, ensuring data is stored and transmitted securely, in compliance with international data privacy regulations like the General Data Protection Regulation (GDPR). Beyond just storing data, InvestGlass offers comprehensive data audits and data mapping features to assist businesses in maintaining control over their data, keeping it secure in the exact geographical location dictated by relevant laws. Whether it's data residency options, data protection policies, or governance processes, InvestGlass is adept at navigating the complexities of data sovereignty requirements, making it an ideal choice for companies conducting business in various jurisdictions.<\/span><\/p>\n\n\",\"content_align\":true,\"content_column\":\"1-2\",\"content_column_breakpoint\":\"s\",\"content_dropcap\":true,\"content_margin\":\"medium\",\"image\":\"wp-content\/uploads\/photo-1600275669439-14e40452d20b-scaled.jpg\",\"image_align\":\"right\",\"image_alt\":\"Digital forms\",\"image_box_decoration_inverse\":false,\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"2-5\",\"image_svg_color\":\"emphasis\",\"image_vertical_align\":true,\"image_width\":\"900\",\"link_margin\":\"medium\",\"link_style\":\"secondary\",\"link_text\":\"Read more\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta\":\"#1 Swiss CRM\",\"meta_align\":\"above-title\",\"meta_color\":\"primary\",\"meta_element\":\"div\",\"meta_margin\":\"medium\",\"meta_style\":\"text-meta\",\"panel_image_no_padding\":true,\"text_align\":\"center\",\"title\":\"With InvestGlass Your Data is Safe in Swiss Cloud solution \",\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_style\":\"h1\"}},{\"type\":\"button\",\"props\":{\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"text_align\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"primary\",\"content\":\"Talk to Sales\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"contact-our-sales-team\/\",\"link_title\":\"Talk to Sales\"}}]}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"muted\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Discover more products\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"title_element\":\"h2\"}},{\"type\":\"button\",\"props\":{\"button_size\":\"large\",\"grid_column_gap\":\"\",\"grid_row_gap\":\"\",\"margin_bottom\":\"default\",\"margin_top\":\"default\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"Digital onboarding\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/digital-onboarding\/\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"CRM\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/sales-tools\/\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"Customer portal\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/collaborative-portal\/\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"Portfolio Management\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/manage-portfolios\/\"}}]}]}]}]}],\"version\":\"5.0.34\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Add a Task Set task reminders and track completion rates, enabling a clear overview of upcoming, in-progress, and completed tasks at a glance. Whether you&#8217;re assigning tasks to individuals or coordinating across teams, InvestGlass provides the structured approach needed to drive efficiency and keep your clients satisfied. 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