Task how to

In this section we will review how to create a task, or manual reminder in the system and the options with that task.

Create a task:

1. Search for the member or lead you would like to create a task for by the upper left hand search bar.

2. When the search results appear find the person you were looking for by clicking on the tabs above.
   Agenda-Task 1.jpg
3. Hover over the actions button .
4. Click Create Task.
5. 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
6. Click Schedule and the task will appear on your agenda for the day selected.

    

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