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Articles on: Sprwt Supprt

How do I assign tasks for an event to my staff or to the customer?


The Tasks tab has two tables. Employees Tasks – click Add, enter a title, pick one or more employees, a due date/time, a reminder, a status and a description; staff see these in the Tasks area and can update the status. Customers Tasks – the same, assigned to the attached customers; customers see them on the Tasks tab of their proposal page and can change the status only (e.g. "send us your final headcount"). Tasks can be edited, deleted ("Are you sure that you want to delete this Task?") and filtered by search; status badges are Active, In Progress, Completed, Past Due and Canceled. All task changes are written to the Activity log.

Where to find it: /admin/events/proposals/{id}#tasks