Assigning tasks

Create, assign, and set due dates for tasks for your team to complete. Tasks are internal to your team only and are not visible to partners.

Assigning a new task

1. Navigate to the Tasks tab of a partner's profile
2. Click Add Task
3. Add a description, add a due date, and assign to a team mate

Editing tasks

1. Navigate to the task
2. Click the edit icon 
3. Edit the description, the due date, and/or the assignee

Completing tasks

1. Navigate to the task
2. Click the circle item to the left of the tasks description to mark the task as complete