Effectively managing tasks within your team is crucial for productivity. This guide will walk you through the process of adding tasks for another team member in your system, enhancing collaboration and task delegation.
Steps to Add Tasks:
Adding Tasks Using the Task Widget in the Dashboard Section:
Navigate to the "Dashboards" section and click on "+New Dashboard" and select "Build from Scratch" and give your dashboard a name.
Click on "+Add Widget" and choose either "Task Assigned by Me" or "Tasks Assigned to Me."
Click on "+Task" to add tasks.
Fill in the necessary details and then click on "Save" to confirm.
Adding Tasks from the Tasks Section:
Navigate to the "Tasks section" located at top right side of the screen and click on "View all Tasks."
Click on "+New Task" to add a new task.
Fill in the details, choose the team member you want to assign the task to, and click on "Save."
Adding Tasks to a Specific Record:
For example, you can add tasks to a candidate record in the Recruiting Module.
Navigate to the candidates section within the "Recruiting" module. Select the preferred record, then click on the arrow next to "New email" and select "Task" from the drop-down menu.
Fill in the details, choose the team member you want to assign the task to, and click on "Save."