Assigning tasks

Create, assign, and set due dates for tasks for your team to complete. Tasks are internal to your team only and are not visible to partners.

https://www.loom.com/share/ede...

Assigning a new task

  1. Navigate to the Tasks tab of a partner's profile
  2. Click Add Task
  3. Add a description, add a due date, and assign to a team mate

tasks.png

Editing tasks

  1. Navigate to the task
  2. Click the edit icon
  3. Edit the description, the due date, and/or the assignee

Completing tasks

  1. Navigate to the task
  2. Click the circle item to the left of the tasks description to mark the task as complete