Tasks Overview

Overview

Tasks can be used to organize and manage workflow items in UserIQ. Here you can create tasks depending on your use case to procure your goals and track items from start to finish. Tasks help you stay on track, set and maintain progress, and ensure deadlines are met. See below to learn more about UserIQ Tasks!

How to Create a Task

1. From the navigation bar, click on Tasks (lab)

2. Click on Add new section, and type in your entry.

3. Click on Add Task

4. You will be presented with a dialog to input your task details such as Due date, Account/User details, and Description. If this task is a priority, mark the Mark as Priority flag located on the top left of the dialog.

5. Once the content is filled, click Save.

Once the selection is made, you’ll be returned to the main page where your new task will show. Here you can organize and continue to manage your tasks. When a task is complete, simply click on the task and mark as complete, or click on the circle to the left of the task name.

Feedback

If you’d like to provide Feedback on this feature, please feel free to click the Feedback button found on the left hand side of the page. We value your feedback as it helps us create a better experience for you and all of our customers!