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Customize Tasks for All Referrals

Admins can customize the default referral tasks.

Updated over 4 months ago

1. To customize tasks for all referrals, admins can click on the admin settings icon in the top right corner of the screen.

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2. Click on "Customization".

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3. You can toggle a default task on or off if you would like to hide it across all referrals.

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4. Click on "Add Task" to add a custom task to all referrals.

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5. You can name the task

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6. And assign it to a specific user. This user will be notified every time a referral comes in with their task assigned.

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