Tasks in Oorwin allow you to assign work to specific modules, track progress, and ensure that notifications are sent to the appropriate team members.
Follow the steps below to create and track a task for an account:
- Log in to your Oorwin account.
- Navigate to the Accounts module from the left menu under the General section.
- Select the account name for which you want to create a task.
- Click the Tasks icon on the right panel.
- A popup will display all tasks created for this account by your team.
- Click the Add Task button in the top-right corner.
- Enter the required details, such as:
- Title
- Description
- Due date
- Reminder
- Assigned to
- (Optional) Tag the task to a contact associated with the account.
- Click Save at the bottom.
Once saved, the task will be created and a notification will be sent to the assigned user.