Plus Button > Task

A Task is a reminder to yourself or another member of your team.

It can be anything, from a reminder to send a proposal to a client to a reminder to fetch a quote from another department.

To create a Task, please follow the steps below:

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.

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 the other rep.

When you are done, click CREATE.

This will create a BLUE card on your Dashboard or on your team members Dashboard.

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

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