How to assign a task within a Concern
Christopher Kennedy
7 steps
21 seconds
Scribe for Windows
Firefox
1
From the home page (<https://outreach.ctipractices.com/>), select the “Concerns” button on your top navigation bar.
2
To open the Concern you wish to assign a task within, select the name of the Concern Title.
3
To assign a task, select the "Add" plus button in the Tasks section.
4
A modal will appear that will prompt you to add information about the task. This will include the name of the task, a description, who it will be assigned to, the due date, the status, and the priority.
5
Enter the information about the task and assign it to the email of the team member. Click "Submit" once done.
6
Once submitted, the user will receive a task assignment notification. The task will appear within the Concern where you are able to open it by selecting the title to change any information.
7
Additionally, any tasks assigned to you will be listed on the dashboard.
How to assign a task within a Concern
Christopher Kennedy
7 steps
21 seconds
Scribe for Windows
Firefox
1
From the home page (<https://outreach.ctipractices.com/>), select the “Concerns” button on your top navigation bar.
2
To open the Concern you wish to assign a task within, select the name of the Concern Title.
3
To assign a task, select the "Add" plus button in the Tasks section.
4
A modal will appear that will prompt you to add information about the task. This will include the name of the task, a description, who it will be assigned to, the due date, the status, and the priority.
5
Enter the information about the task and assign it to the email of the team member. Click "Submit" once done.
6
Once submitted, the user will receive a task assignment notification. The task will appear within the Concern where you are able to open it by selecting the title to change any information.
7
Additionally, any tasks assigned to you will be listed on the dashboard.
