Users assigned to a company have a "Task" Box on the bottom right corner of their home screen. This box shows tasks that they are assigned to complete.
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There are two versions of tasks: one for regular users like reps and setters and one for custom user assignment. Custom user assignment tasks allow users to assign users, notify other users, and choose which notifications they receive.

The following roles should have access to the user assignment feature: Admin, Company admin, Super admin, Operations, Project manager. Users with the Office Admin role have access IF the customer belongs to the same office they do

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Clicking the [ ->] icon on this box will take the user to a different view of their tasks. Here the user can view all, pending, or completed tasks as well as other important information about each task.

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Tasks can be created for a deal once it has moved to an active install stage on the install tracker. Once a deal is in active install, users can view the deal's install tracker. It is on the install tracker page that tasks can be created by clicking the + sign in the task box.

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Clicking the + will pull up the window below. Users can give the task a name, due date/time, assign users, and assign notifications for each task. Once a task has been created and assigned, it will show up under a users tasks on their home page. /span>

Tasks can also be created on the lead information page by scrolling down and selecting the blue New button under tasks. /span>