Creating and assigning tasks is as easy as selecting the Create New button on the calendar. Navigate to Your Calendar > select Create New > Task.
Tasks are one-off and can't be recurring.
All team members will see other team members' queued tasks in the calendar, even if tasks are assigned to a specific individual.
From the task panel, complete the following fields:
Title
Date
Assignment (optional): Who is responsible for completing the task
Can be an individual or user group
At this time, you cannot automatically assign recurring tasks.
Associated Contact (optional): Customer who is linked to the task
Select Save Task.
All tasks associated with an auto-campaign will show up on the calendar, and you can assign them to team members as needed.
Task Notification
When you assign tasks, those assigned will be notified via email if they have notifications turned on. By default, notifications will be on for new users.
Completing Task
To mark a task complete, click the task in the calendar > Mark Completed and add a Comment (optional).
