Assign Tasks

Premium This feature is available within the following subscription tiers: APP Max and Procurement Pro.

Tasks can be easily created and assigned either from the Tasks page or directly within Pursuits.

Tasks Section

1

When on the Tasks page, click the Create button in the upper right corner.

2

A pop-up called Add Task will appear.

3

Fill in the appropriate areas for the task.

• Name – Title of the task (required).
• Description – Details of what the task entails (required).
• Due Date – Select the deadline using the calendar icon (required).
• Assigned To – Choose a user from your organization (required).
• Tags – Add tags to categorize the task.
• Pipeline – Associate the task with a pipeline and a pursuit. (required)

NOTICE The Assigned To user will receive an email when the Due Date approaches if they have their Task Reminders notification turned on.

5

Select Create when you have completed all the fields.

Pursuits Page

1

Navigate to the Pursuit and select the Task tab.

2

Click Create a Task or the plus (+) symbol next to the search bar.

3

A pop-up named Add Task will appear.

4

Fill in the required details:

• Name – Title of the task (required).
• Description – Details of what the task entails (required).
• Due Date – Select the deadline using the calendar icon (required).
• Assigned To – Choose a user from your organization (required).
• Tags – Add tags to categorize the task.

5

Click Create when all fields are filled.