Create & Assign Tasks

You can create tasks and assign them to yourself or your team members to help you stay ahead of your leads. This feature can be found on the agency profile pages, company profile pages, purchase order detail pages, & bid details pages.

Creating Tasks

First, click on "Create Task"

Start by typing up a description of the task that needs to get done.

Choose which team member you want to assign the task.

Add a due date for the completion of the task.

Click submit to save the tasks. These tasks can be found on the page you've created them on.

Managing Tasks

You will also be able to view all created tasks on the tasks' page. Click the "tasks" icon on the left-hand side navigation menu.

Add filters by who assigned the task, who owns the task, due date, and more.

Click on "View Details" to see the page where the task was originally created. If you see that a task has been checked as complete, this means that it has been marked as completed.

Please Note: The tasks feature will send out email notifications to users. This email will show overdue tasks, tasks due on the current day, and future tasks coming due. Start using the new tasks feature and collaborate with your team to pursue new business opportunities.
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