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Tasks

Use tasks to manage your application

Marnie George avatar
Written by Marnie George
Updated over 4 years ago

You can create internal checklists to keep you organized and reminders for items that you need to complete for each application.

To add a task

  • Go to the Tasks page

  • Click on Add list

  • Provide a name for the list

  • Click on Add

  • Type in your description of the task

Optional

  • Assign the task: you can assign the task to a specific agent or role

  • Add a Due Date: add a date as a reminder when tasks need to be completed

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