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Tasks

Use tasks to manage your application

Written by Marnie George

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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