Interactions can require follow-up tasks for you or your teammates. Create tasks within the Interaction to serve as a reminder for items to be completed. The Tasks feature allows you to assign functions to users and participants with a set due date. Your Tasks are visible on your dashboard where they can be marked as completed.
To create a task:
1. Click into your Interaction
2. Scroll to the bottom of your Interaction page and find Tasks
3. Select Tasks > New Task
4. Fill in the Task title, owner, assignee, date, and description. This task will be automatically associated to the corresponding interaction.
5. Click Save
