Create an event-related task
Tasks is a very useful tool to assist you with keeping up to speed on your events. You can set tasks for yourself or for other users which can really help with keeping things moving.
Tasks can be things such as scheduling a phone call, a prompt to create an invoice, or a reminder to follow up on leads. A log is displayed of all actions undertaken on tasks such as who created it, when it is updated, and when it is marked as complete.
To create a task:
Locate the event that you wish to create a task for.
Select the Tasks tab along the top, then select Create task on the right of the page.
Enter your information then select Create task
The task will then be visible in your task list on the dashboard and in the tasks drop down panel, accessible from the toolbar by clicking the checkbox icon.
When you view the task, a link to the event to which the task relates will be displayed at the top of the task info panel on the right.
If you assign a task to another user, it will appear on their task list however all tasks are viewable via the Tasks tab for any given event.
Below is a video that will guide you through the create of an event-related task.
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Tasks can be things such as scheduling a phone call, a prompt to create an invoice, or a reminder to follow up on leads. A log is displayed of all actions undertaken on tasks such as who created it, when it is updated, and when it is marked as complete.
To create a task:
Locate the event that you wish to create a task for.
Select the Tasks tab along the top, then select Create task on the right of the page.
Enter your information then select Create task
The task will then be visible in your task list on the dashboard and in the tasks drop down panel, accessible from the toolbar by clicking the checkbox icon.
When you view the task, a link to the event to which the task relates will be displayed at the top of the task info panel on the right.
If you assign a task to another user, it will appear on their task list however all tasks are viewable via the Tasks tab for any given event.
Below is a video that will guide you through the create of an event-related task.
Was this article helpful? Let us know by rating the article below!
Updated on: 08/09/2020
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