- Add New Task or Recurring Task for each Participant by:
Navigate to the Participants Page and double click a participant name
Go to the 'Task' Tab and click "New Task" or "Recurring Task"
this will give you the capacity to :set a priority (from Low, Medium, High or Critical)
set due date
assign to a team member
Once done click 'Save'
- After creating a Task, you can access a dedicated 'Tasks' page.
This page serves as a centralized location for all your tasks, with their respective details and due dates. If you've assigned a task to someone else, they can view the tasks assigned to them on their own 'Tasks' page.
- To mark a task as complete, check the box icon. This will automatically move the completed task to the 'Done' tab.
