Skip to main content
How do I add and assign tasks?

Create and assign tasks

Lauren Everett avatar
Written by Lauren Everett
Updated over a week ago

Creating and assigning tasks is as easy as selecting the Create New button on the calendar.

  1. Navigate to Your Calendar > select Create New > Task.

    • *Note: You'll also see this option from your Email and To-Do sub-tabs.

  2. From the task panel, title your task and add optional details > select a Scheduled Date.

  3. Select a team member or user group to assign this task.

    • *Note: This is an optional field and can be edited later.

  4. Search your list of contacts to Associate a Contact (ex: if the task pertains to calling Jim Nasium, you'll want to attach Jim's contact) > select Associate.

    • *Note: This is an optional field and can be edited later.

  5. Select Save Task.

  6. To mark a task complete, locate the task and click Mark Completed.

*Notes:

  • To view all of your tasks, navigate to the To-Do sub-tab and apply filters as necessary.

  • All tasks associated with an auto-campaign will show up on the calendar, and you can assign them to team members as needed.

  • All team members will see the queued tasks of other team members in the calendar, even if tasks are assigned to a specific individual.

Did this answer your question?