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Creating and Assigning Tasks
Creating and Assigning Tasks

Learn how to assign tasks to yourself and other team members.

Jay Krause avatar
Written by Jay Krause
Updated over a week ago

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.

Related Articles:

Manage Admin and User Admin Notifications

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