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. 

For more information read our article about Program Templates.

   

 
 

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