Help Center
PSA 360 Help Center
Guides, workflows, tutorials, and answers for using PSA 360 effectively.
Category
Tasks & Follow-Up
Manual and automatic tasks, due dates, assignment.
How to Create a Follow-Up Task
Beginner
Tasks keep nothing from slipping. Create them manually or let automation propose them.
2 min read
Understanding your task list
Beginner
Today, this week, overdue, and snoozed.
3 min read
How tasks are created automatically
Beginner
Which rules create which tasks.
3 min read
How to assign a task to another staff member
Beginner
Reassign and notify in one step.
3 min read
How to set due dates and priorities
Beginner
Default cadences and overrides.
3 min read
How to complete a task
Beginner
Quick-complete from Inbox or Tasks.
3 min read
How overdue task alerts work
Beginner
Escalation timeline and admin visibility.
3 min read
How recurring follow-ups work
Beginner
Setup, snooze, and cancellation.
3 min read