Adding a Task

Adding a Task

When adding a task, only the mandatory fields need to be filled. This guide will include instructions for filling out each field.
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  1. Hover over Activities, click on Tasks OR hover over ADD in the top right and click Task.
  2. Enter the following details
    1. Subject *Mandatory
    2. Status *Mandatory
      • Pending
      • Completed
    3. Start Date
    4. Related to: *Mandatory You can select from Employee or Campaigns to assign the task. 
      • Click on the Arrow Icon below to assign it to a team member (if you selected Employee above) or Campaign (if you selected Campaign above)
    5. Due Date
    6. Lead Name: Click on the Arrow Icon to link the task to a client. 
    7. Priority: *Mandatory Assign a priority level to clarify expectations by selecting from the drop down  
      • High
      • Medium
      • Low
    8. Description: Document what is needed to be done in the task 
    9. Reminder Notification: Select how often the owner should be reminded of the task
      • 1 Day
      • 2 Days
      • 3 Days
      • 5 Days
      • 1 Week
      • 1 Month
      • None
    10. Notification Franchise Owner: Check the box if you also want the franchise owner to be notified and reminded. 
  3. In the OTHER Section:
  4. Assigned to: *Mandatory Click the Arrow Icon to assign an owner of this task from your list of Team Members. 
    • Search for the name or click on the underlined first name of the team member you want to assign
  5. Click SAVE
  6. You can also click CLOSE AND CREATE NEW to save this task and start a new one immediately.

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