Plus Button > Task
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A task is a reminder to yourself or another member of your team.
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It can be anything, from a reminder to send a proposal to a client to a reminder to fetch a quote from another department.
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Please click on the button below to be redirected to our training video on creating a task:
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To create a Task, please follow the steps below:
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Click on the Plus Button

Select Task

Fill in the Task Description as well as the date and time that you would like to complete it by.
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If this Task is for another member of your team, click on Pick a team member and select the team member from the drop-down available to you. This assigns the task to the other rep.
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When you are done, click CREATE.
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This will create a BLUE card on your Dashboard or your team members' Dashboard.

Click Complete once the task has been completed & the Card will be removed from your Dashboard.