Add a Task to Your Engagement

Tasks are a Program Item type that assigns an action to Engagement Participants. 

Each Task can only have 1 user assigned to it. 

  • From the Engagements page select an Engagement or create a new one.
  • Click Add Item and select Task.
  • Fill out a Name and Description and add an Assignee.
  • Click the airplane icon to send the Task.

Advanced tip
: Admins can set up Tasks ahead of time inside Program Templates.
To learn more about Program Templates click here.



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