1. Click on Tasks in the sidebar

  2. You can mark a task as done by clicking on the checkbox

  3. Delete a task by clicking on the


  4. To edit a task, click on the task and edit one of the following parameters:

  1. The staff member assigned to this task

  2. The type of task

  3. The nature of the task - relating to members, leads, general, etc.

  4. The description

  5. The date and time for execution of the task

  1. Click save

You can also update a task through the profile page of a member or lead

  1. Search for a member or lead in the search bar and the click on the “Tasks” tab in their profile

  2. You can perform all of the same functionality as noted above from this new screen

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