Adding Task Lists
  • 23 Jun 2021
  • 1 Minute to read

Adding Task Lists

You can create task lists to partially automate some operations scenarios that require admin actions from the CRM section of the Admin Panel.

Task lists are location-specific.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > Task Lists.

  3. Click Add Task List in the top right corner of the page.

  4. Enter a name for your task list.

  5. Select your space from the Location drop-down list.

  6. Set the Active toggle to YES.

  7. Tick one or several option from the Auto Assign section.

  8. Click the Save button. 

You've successfully created your new task list and you're ready to add tasks to the list.