Assign Tasks

This article will show you how to use the Tasks tool to assign a specific task to a user. A Task is an objective assigned within an Item for a User to complete.

Instructions

1. Navigate to the Meetings module
   
2. Select an Agenda
   
3. Select an Item
   
4. Select View and choose Item Tasks
   
5. Select a pre-existing task or click Add Task to create a new task
   
6. Fill in the information fields
   
   • Status: Select the current completion status of the task
   • Priority: Select the current priority level of the task
   • Assigned To: Select a user to assign the task to
     
     Note: Tasks cannot be assigned to multiple users.
   • Target Date: (Required) Select a tentative deadline for users to complete tasks by
   • Notify: Select users to notify about task assignments and progress
     
     Note: Notifications will be sent automatically to each user's email address.
   • Title: Enter the title of the task
   • Description: Enter a brief description of the task
7. Select Add Task
   
8. Your task will now appear in the Item Tasks view