Setup Task Items
Location: Calendar Tab > Tasks > Setup Task Items
From the Task Items page you will be able to create different Task templates with varying ways of assigning and restricting User access to them.
Creating a Task Group
For our example we will create a Welcome Call task to be completed by a certain group of users.
Create a Task Group by clicking add task group.
Task Groups allow you to create a group of users able to assign tasks to other users. In the example image above, we have created a group of Super Admin Users who will assign Welcome Call tasks.
**To select multiple Users or Teams, use keyboard Ctrl-click.
**For information regarding creating Teams, see our Teams article.
Once finished, click Save.
Creating a Task Item
- Add/ Edit Task Item: Enter or edit the name of your task. In the image above, we have named our example “Welcome Call”.
- Available to File Types: Checked boxes make this task available to clients under these specific file types. For our example we have made this task available for Student Loan and Debt Settlement clients.
- Add to Groups: Select which groups this task will be available to for assigning.
Once finished, click Save Task.
You will now find the task Item you created listed at the bottom of the page. As you can see it identifies how many groups in which it is included.