Creating and assigning tasks is as easy as selecting the Create New button on the calendar. Navigate to Your Calendar > select Create New > Task.
*Note: You'll also see this option from your Email and To-Do sub-tabs.
From the task panel, title your task and add optional details > select a Scheduled Date.
Select a team member or user group to assign this task.
*Note: This is an optional field and can be edited later.
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.
Select Save Task.
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.