Adding a Task

After you have configured your Task Stages, you can start adding tasks.

1.  Within the CRM section, click on 'Tasks'
   
2. This will open your Tasks page, to add a new task click '+Add Task'
   
3. A new window will open and you can enter details about the task such as name and description
   
4. Set the start date and due date
   
5. Choose from the options what the task Is for, for example is it for a project or customer
   
6. Assign the installer, this will open a drop down list of everyone who is on your team (This will pull through from your Company Settings)
   
7. Finally, you can add a reminder for a specific date and time
   

1. Click Create Task and your new task will now appear in your kanban view under the heading 'backlog'
   
2. You can now drag and drop that task into the correct stage.
   

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