Select the date and time for the task. Fill in the fields and then select 'More options'
In the 'Assigned To' section, select team member or contact. Email information will populate once you've selected a person's ID from the pull down menu:
Repeat the same steps to assign additional team members or contacts.
When you're finished, click 'Save & continue'
Review the task and click 'Create Task' to confirm.
To check on the task status, click on the entry in the calendar:
Comments
0 comments
Article is closed for comments.