In the tasks app, you can add a task to a client, employee, or to yourself.
When you open the app, you can choose "new task".
You can choose a new task and a category, you can also choose 'more options'. If you click on more options more details will be shown.
Which details can you fill in?
- Task: enter a description of the task.
- Category: determine to which task list the task will be added. In example to a specific client or to the list of organizational task, etc.
- Details: add an optional description of the task.
- Concerns: does this task concern someone?
- Employee: which employee must perform the task?
- Check when the task is done
- You can specify the time and duration, but this is optional.
tags: tasks, option, assign, complete, management, coach