Add Tasks to Activities

Once you have your Tasks set up in the Tasks Master List you can then add Tasks to any Activity.

Tasks can be added to any type of Activity.  

Edit an Activity and you will see a Task Tab to the left of Documents.

Add a Task

1. Click the Add button
2. Pick a Group
   • Create All Tasks in the Group
   • or Select 1 Task within the Group
3. Select the Status (defaults to Plan)
4. Enter a Target Date
5. Pick who is Responsible - linked to Contacts list.
6. Check the Notify box if you want an email sent to who is Responsible (email is setup in Contacts list)
7. Submit