How to add tasks and view them from the homepage
How to add tasks and view them from the homepage
1. Start by launching the app.
2. Navigate to the Applicants tab to find the applicant for wish you need to assign a task
3. Click the applicant's name to open the record
4. Go to the To Do List to see tasks linked to this applicant.
5. Switch to open tasks
6. Create a new task buy selecting the + icon
7. Enter the details of the new task
8. Pick a deadline from the calendar for timely follow-up
9. Assign the task owner to ensure accountability and clear responsibility
10. Enable reminders to avoid missing important actions
11. Click Done to confirm your reminder settings
12. Save your changes to create and assign the new task
13. Return to the main dashboard anytime to monitor all progress
14. Your new task will appear on the dashboard
