Step-by-Step Instructions:
STEP 1. On the left hand side of your screen, click Tasks.
STEP 2. Click + NEW TASK
STEP 3. Fill in the Task details:
Title
Notes (optional)
Who/what to associate the task with (Capital Raise, Contact, Account, etc.) (optional)
Due date
Who to assign the task to (Internal User)
STEP 4. Click Create Task.
Once the Task has been created, the assigned User will receive an email notification.
NOTE: If no email is received, the User may have opted out under their Email Notifications. If you assign the Task to yourself, you will not receive an email notification.