Working with Tasks
Tasks are a great way to keep track of action items and project milestones to ensure everyone is on the same page and team members are accountable.
To create a Task click on Create New on the Org Dashboard and select Task.
Click the File in field to select the Group you want to create the Task for.
Fill out your Task details, including assignment information. You can attach relevant files directly to the task, if needed, then click Next.
If you would like to notify your assignee via email, type in your message and hit Send Email. If you do not need to email recipients, or if you have assigned to yourself, simply click Not Now.
Full application users will be able to update task status from within the application. External users can quickly view and update the task status directly from the widget on your website.
You can see the list of all tasks assigned in the channel by changing the filter from Mine to All.
