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Search for the member or lead you would like to create a task for by the upper left hand search bar.
- When the search results appear find the person you were looking for by clicking on the tabs above.Agenda-Task 1.jpg
- Hover over the actions button .
- Click Create Task.
- A new window will pop up that gives an option to choose the day you wish the task to be complete. agenda- task 2.jpg
agenda- task 3.jpg - Click schedule and the task will move to the chosen day.
Click Schedule and the task will appear on your agenda for the day selected.
Reschedule a task:
- Hover over the actions button and click Reschedule task
- A new window will pop up that gives an option to choose the day you wish the task to be complete.
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- Enter any additional notes to go with the task
- Click Reschedule and the task will move to the chosen day.
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