How to Add Tasks to a Company in the SMS (Starter)

Overview

In this tutorial, we'll show users how to add and link a task to a company. This helps the assigned users easily identify who the task is related to.

Step Tutorial

1. From the Dashboard, navigate to Companies, select the company from the dropdown, go to the Tasks tab, then click the Add Task button.

2. Fill in the required information:

NOTE: Fields with a red asterisk are required.

1. Template – If applicable, select from the dropdown menu.
2. Title – Add task title.
3. Description – Add task description.
4. Checklist – If applicable, select from the dropdown menu.
5. Due Date – Set a due date.
6. Assign Users – Assign users who will complete the task. This can be a specific user within your organisation, or you can leave it blank.
   
7. Assign Organisational Units - Assign Organisational Units by selecting from the dropdown list. This can be left empty if you have already selected specific users to complete the task.
   
8. All Individuals Must Complete – Identify whether all individuals must complete the task.
   

Once done, click the Save button.

3. A prompt about the successful creation of the task will appear. Click the OK button to close it.

You should now see the recently added task in the list.

These are the steps to successfully add a task to a company in the SMS.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

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