In addition to checking your tasks assigned to you as an admin, InvestNext allows you to assign tasks to both yourself and other internal users.

1. From the main page, click on tasks on the dashboard.

2. Click the "New task" tab

3. From here you can:

  • Fill in a titleĀ 

  • Add note for with more details

  • Associate the task to one or more objects in the system. For example a specific offering round or contact.

  • Due date for completionĀ 

  • An internal user to assign the task to. By default the task is assigned to yourself.

4. Click "Create Task"

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