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

   Open

   

    

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

      Open

      

       

Viewing Open Tasks

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

    

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