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Send email reminders to users. NOTE: Only the Primary Assignee will receive these email reminders.
Assign Primary Assignee (the person inside your office ultimately responsible for seeing that the task is completed). It will default to the user entering the task but a drop-down menu will be available listing other users to assign the role to.
Add Additional Assignee (others inside the office that will work with the Primary Assignee to complete the task).
Primary Assignee and any Additional Assignees will have these tasks show up on their task calendar
You will only see the Primary Assignee listed on the Task screen. However, with the search feature on the right side of the screen, you can search both primary and additional assignees listed on tasks.
Add Custom Labels to the task
Editing a Task
Set a Task’s Priority, Completion Status, and Color
Set a Task’s Completion Status
In the “Edit Task” screen, under “Task Options”, set the status of the task to one of the following options:
- Not Started
- In Progress (if using this option, the user can enter the percentage completed
Set a Task Color
Assign a Task to Another User