Tasks: Creating a Task

Creating a Task

  1. Navigate to Home > Tasks.
  2. Select Create Task under the drop down menu in the Actions button.
  3. Under General, select who the task is to be assigned to.
  4. Then, select designated due date, and (optional) time due.
  5. Under Details, add the message, for the selected task.
  6. If needed, select the type of the message and add a subject line, also under Details.
  7. If an attachment needs to be added, select the Select Files button and choose your file.
  8. If needed, add a reminder, under Reminders.
  9. To save the task as a draft, select Save As Draft.
  10. To complete out the task, select Save Task.


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