Creating A Task

Create a Task and assign tasks to be completed to your internal team members by sending a reminder to their mailboxes. To create a task, follow the below steps:

1. Click on the Investor Name for which task has to be created.

2. Click on the Add Task icon above the tabs.

3. The Task window is displayed. You can add the details for creating the task. The details included are:

• Subject: Input the task name.
• Status: Select the status of the task if it has started, is in progress, completed, planned, etc.
• Description: Specify the description of the task.
• Priority: Select the priority of the task if it is a high-priority, low-priority or medium-priority task.
• Assigned to: Task gets assigned to the user automatically.
• External Contact: Specify the external contacts from the dropdown list.
• Start Date: Choose start date of the task.
• Due Date: Choose due date of the task.
• Send Notification: Check the checkbox if notifications are to be sent.
• Related To (Module): Task gets related to the module automatically.
• Related To (Entity): Task gets related to the entity automatically.
• Other (Entity): Specify other entity (if any).

4. Click on Save.  

5. The task will be listed in the Activities Panel under the More Information Tab. Click on the Edit or Delete icons to make changes.