Tasks allow you set future-dated activities. You can assign tasks to others, and you can add details to the Task.

Creating a Task

1. Click on the “Activity” tab

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2. Click on the “New Task” tab

   1. Determine the Subject

   2. Add Comments, if needed

   3. Assign a Due Date

   4. Determine the “Assigned To” (it will default to the Task creator)

   5. Click the “Save” button

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Viewing Open Tasks

1. On your Homepage, view the “Today’s Tasks” block

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2. You can change the Task filter by clicking the down arrow

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