Keep track of tasks related to your People using Tasks. To add a Task, go to the person’s profile and click + Add Task.
Once the form pops up, there’s a handful of form inputs that you have available:
- Task Name (required) – This is the short description of the Task.
- Assigned To – This is the person you want to assign the Task to.
- Due Date – Date that the Task should be completed on or by.
- Reminder – If you’d like for the assignee to get a reminder, you can set the reminder date/time here.
- Task Info – These are all the extra details that a user may want about the Task.
- Task Status – It’s either “To Do”, “In Progress”, or “Completed”. By default it’s set to “To Do”.
- Collaborators – If the task is set to private (using the toggle below “Collaborators”), these are the people who have access to the task.
