• To assign a task to a person, click on the green icon under ‘Assign Task’ column next to a person’s name.
  • This will open up a pop-up window prompting you to fill out the details for the task.
  • Select the task template, task name, write in any notes, select a date and time the task is to be completed by, the expected duration, and the current status of the task – either assigned, in progress, submitted or completed.

Click ‘Save’