How to Create Tasks to a Company in the SMS (Maximise)

Overview

In this tutorial, we will show users how to add a task to a company.

Step Tutorial

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

2. Fill in the following information:

1. Template – Select a task template from the dropdown menu if available.
2. Title – Enter a title for your task.
3. Description – Enter a description for your task.
4. Checklist – Attach a checklist if applicable.
5. Due Date – Set a due date to specify when the task needs to be completed.
6. Assign Users – Assign Users who would complete the task. This can be a specific user within your organisation. Otherwise, you can leave this as 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 Add button.

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

These are the steps to successfully create a task for 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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