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Company Overview widget: Tasks

Set tasks to your team members with a deadline on the company profile. The list icon filters your view to track your active tasks, and the check mark filters the tasks that have been completed and surpassed, facilitating efficient task management.

Step-by-Step Guide:

  • Head to “Companies Page”
  • Press “All Companies”
  • Navigate to Company Profile
  • Click on Company Profile
  • Scroll to “Tasks”
  • Click “+” icon
    • “Action Name” Give a short name to the task
    • “Action Description” Add more information for the assigned users
    • Select “Deadline Date” (Optional)
    • Assign a user via the dropdown

Modify your task by clicking on the pencil icon to apply changes.

 

Click the tick icon to mark your task as complete and the menu tick icon to access your list of completed tasks.