Task Tracking

To find the Tasks feature, it will be located on the left-hand menu

To begin, you will need to add a new Task


Fill in the necessary information regarding your task with any details. You can also assign it to a particular individual and set up due dates to the task.

Once the task has been created, it will be added to the list of “Open Tasks”. Note: the Task number ID will continue to increase in increments to ensure nothing is duplicated.

To view and add additional updates regarding the task, it can be done by selecting the pencil icon next to the text and selecting the “Updates” tab. You can also add attachments to the task such as documents or photos. If you want to follow or unfollow a task you can do so here as well.  (Following means you will receive notifications any time the Task has been updated even if you are not assigned the task)



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