PLATFORM WORKFLOW
Task Description: Create a Task
Objective: To show Organization Admins and Users how to create a task
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Contacts tab in the Module Menu Panel.
Step 5
Select the contact you’d like to add a task.
Step 6
In the rightmost panel, you should see Tasks selected by default. If the default option is not Tasks, click the dropdown box at the top and select Tasks from the dropdown menu.
Step 7
To add a new task, click the blue + sign to the right of the dropdown.
Step 8
An Add Task popup will appear. Fill in all required fields and any applicable fields.
Step 9
Once you’ve filled in all applicable fields, click the blue Save button.
Step 10
The saved task will appear under Tasks in the right-hand panel. You will also see the new task under the Task section on the Dashboard.
Step 11
To Edit or Delete a Task, click the pencil or trash can icon respectively.
Step 12
To mark a task as completed, click the checkbox to its left. The task will then be displayed with a strikethrough to indicate completion.
