How Do I Create a Task on a Booking?
Tasks are a great way to stay organized and to keep a to-do list within your Gather account! Below are some steps on how to create and access your tasks using this feature:
1. Navigate to any Booking where you would like to create a Task. The Task section will be found on the right side of the page:
2. Create a Task Name, Task Due Date and Attach the Task to an Owner. Save your Task.
3. See Created Task!
Your Tasks will appear on the Gather Homepage. Using the search bar in the upper right-hand corner, you can filter tasks by location. If you would like to view completed tasks, simply uncheck the Hide Completed box! This feature will allow you to view All Tasks for all users within the location, or filter to only tasks assigned to you. Furthermore, you can mark tasks as complete directly from the homepage - a great way to save time on busy days!
Tasks can also be created within a Lead following the same steps above!