Creating & assigning tasks

Create tasks from the Tasks screen using the Create a task button. The form lets you name the task, tag Contacts, set an optional due date and time, assign it, and (optionally) restrict who can see it.

Create a task

1. Go to Tasks in the left-hand navigation.
2. Click Create a task to open the task form.
3. Name the task — type the Task name. You can @-tag Contacts (People or Organisations) directly in the Task name field; tagged Contacts do not need to be users.
4. Set the due date and time (the Due date field is optional).
5. Choose an assignee (see below).
6. (Optional) Click Sharing permissions to control who can view or edit the task.
7. Click Create. The assignee is notified and the task appears in the table.

Assigning to an individual

• In the task form, search the assignee dropdown and select the user you want to make responsible.
• Only users (and teams) can be assignees — a non-user Contact cannot be an assignee, though they can still be tagged/mentioned.
• When you create the task, the assigned user receives a notification that the task has been created/assigned to them, and the task appears in their My Tasks scope and on the Home page widget.

Assigning to a team

You can assign a task to a whole team so that all of its members pick it up.

1. First, ensure a User Group has been set as a team. In User Group settings, toggle Set this role as a team.
2. In the Create a task form, choose Team and search/select the team.
3. All Contacts in that team are assigned the task.
4. Set any Sharing permissions as needed, then click Create.

After creating a task

• The task appears in the tasks table under the relevant view (Today, Upcoming, etc.).
• The assignee is notified and sees it under My Tasks and on the Home page widget.
• Any tagged Contacts get the task on their profile Tasks tab and in the Mentions column.
• You can reopen the task at any time to edit its details, assignee, due date, or permissions.