How Do You Assign Tasks?
Assigning tasks to yourself or to other team members/users is easy. You can assign content specific tasks, campaign specific tasks, or just general tasks, of any type to anyone in your account.
- The easiest way to assign a task is to click on the task icon in the top right corner of the application. It's just to the right of the red "Create" button
- When you click on the task icon, the task modal will slide out from the right side. Simply complete the fields, select who you want to assign the task to and click on the blue "Add Task" button.
- The person you assigned the task to will receive an email with the task assignment and also see it in the dashboard in their user account under "My tasks". "All Tasks", the next tab over, shows all tasks for all of your users. Note: When you select the dates on the task modal, this will populate the task in your Calendar (in the Calendar Module).
Note: You can also set up/assign tasks for a specific content piece and/or a specific campaign. You can do this in the Create Module when you are actually in a specific content project or campaign.