Agendas


 

Assign Tasks

 

Overview

This article will show you how to use the Tasks tab to assign a specific task to a user.

 

Instructions

  1. Navigate to Agendas
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  2. Select an agenda
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  3. Click the Edit Tool (pencil icon) next to the item you want to assign a task for
    assign_tasks_edit.jpg

  4. Select the Tasks tab
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  5. Select Add Task
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  6. Fill in fields
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    • Task Description: Information about the task
    • Status: Select a task status
    • Priority: Assign a priority for the task
    • Assigned To: Assign one user to the task
      • Note: The user will receive an email notification of a pending task.
    • Due Date: Enter a date the task must be finished by
    • Notify: Choose to enter email addresses to notify of task addition

  7. Select Save
    assign_tasks_save.jpg



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