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
    agendas.png
  2. Select an agenda
    an_agenda.png
  3. Click the Edit Tool (pencil icon) next to the item you want to add a comment to
    edit_agenda_item.png
  4. Select the Tasks tab
    52.png
  5. Select Add Task
    53.png
  6. Fill in fields
    54.png
    • 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: 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
    55.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback