If you want to keep track of what needs doing and when, you can use the simple task feature in FEA Create.
Tasks help you stay organised and on top of everything, whether it’s just for you or your team. They’re a great way to make sure nothing slips through the cracks.
Whether it’s chasing up a customer, sending an invoice or just remembering to check in with someone, you’ll have everything clearly listed and easy to manage.
How to Create a Task
Step 1:
Go to Subscribers in the left-hand menu.
Step 2:
At the top of the page, click Tasks.
Step 3:
Click Add Task.
Step 4:
Give your task a Title so it’s clear what the task is about.
Step 5:
Set a Due Date and Time if you want to make sure it’s done by a certain point. You can even make it a Recurring Task if it’s something that needs doing regularly.
Step 6:
Link the task to a Customer/Subscriber if it’s related to them. For example, you might want to follow up with someone or send an invoice.
Step 7:
Choose who the task is Assigned To. You can assign it to yourself or to someone on your team.
Step 8:
Click Save. You can either save it and add another, or just save it to finish.
How to Manage Your Tasks
Once you’ve added your tasks, you’ll see them listed on your Tasks page. From here you can:
Mark a Task as Complete when it’s done.
Edit a task if something changes by clicking the pen icon.
Delete a task if it’s no longer needed by clicking the trash icon.
