Click on Save & Exit. The record has been saved and you will return to the screen you were on. + Add More to add tags and/or link interactions and stakeholders.Or, Click on Save & Continue. The stakeholder record will open where additional details can be added.
In the Summary tab:
Comments - Add additional comments that are not covered in the initial message, each time there are updates to the task add it in this section to keep track of what has been done. This is automatically date/time stamped and all users added in the 'Notification' card will be notified
Timeline - Link any interactions
Tagging - Assign the Tag/s connected to this Task
Files- Add any files that are linked to the Task
Notifications - Any users added here will be notified about updates to the Task
In the Details tab:
Stakeholder - Link the Stakeholder
Assign a Project
Click on the Tasks Tab to view all Tasks and Status
You can look at the list view and see the current status of the Task
You can switch to Kanban view and you can drag the tasks from one status to another
