How to Add a Task in Advyzon | Scribe

    How to Add a Task in Advyzon

    • 11 Financial |
    • 17 steps |
    • 39 seconds
    1
    Navigate to [https://main.yhlsoft.com/auth//users/sign_in?scope=auth&redirect_uri=https%3A%2F%2Fmain.yhlsoft.com%2Fhome%2F&_gl=1*1jw1yim*_ga*ODUzNTg2NzUxLjE2OTkzNjYyMzk.*_ga_LKFZ6035M8*MTY5OTM2NjIzOS4xLjEuMTY5OTM2NjQzNC42MC4wLjA](https://main.yhlsoft.com/auth//users/sign_in?scope=auth&redirect_uri=https%3A%2F%2Fmain.yhlsoft.com%2Fhome%2F&_gl=1*1jw1yim*_ga*ODUzNTg2NzUxLjE2OTkzNjYyMzk.*_ga_LKFZ6035M8*MTY5OTM2NjIzOS4xLjEuMTY5OTM2NjQzNC42MC4wLjA).
    2
    Enter your login credentials
    3
    Click "Login"
    4
    Click here.
    5
    Click "Task"
    6
    Enter the task name.\ \ For example, "Client Check-In"
    7
    Update due date by clicking here:
    8
    Select the appropriate due date.
    9
    Update "Due By Time", if needed, by clicking here:
    10
    Select the appropriate due time
    11
    If needed, you can update these fields to fit your specific task needs
    12
    Enter a "Description" for the task
    13
    If you need to assign this task to someone else, you can do so by clicking here:
    14
    Enter the advisor's name you want to assign this to (could be yourself):
    15
    Click on the advisor name:
    16
    You can see who it was assigned to:
    17
    Click "Save + Close"