How to Add a Question Linked Task
  • 23 Dec 2024
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How to Add a Question Linked Task

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Article summary

To add a task to a question within the Asset tab click the flag icon highlighted below.

A pop up will then appear where you can assign the task to a contact, set a review date and enter a description, any mandatory fields are highlighted with an Asterix.

Once you are ready to assign the task click the 'Assign Task' button.

The person you assigned the task to will then receive an email notification and an item will appear in their In-Tray. You can keep track of all tasks and add additional tasks within the Tasks Tab. To learn more about the Tasks Tab please see Understanding the Tasks Tab