This article covers the use and creation of a task within Kindful.
Use Kindful Tasks to keep up with your organization's needs and to-do's. You can easily create tasks and assign them to different members of your team.
Creating a task
There are two different ways to create a task. The easiest and most accessible way is to click the Add New button in the top left, and choose Task. This will pull up a window to create a new task.
|Due Date||Reminders for a task are sent every other day, starting 30 days prior to the due date, and a final one two days after the due date. Reminders will stop at any time if the task is completed. Reminders are always sent on even days remaining until due - ie, 30 days before, 28, 26, etc.|
|For||This is who the task will be assigned to. They must already exist as a user in your account.|
If the task has to do with a particular person in your database, you can link their contact here.
When a user is assigned a task, they will be notified when it is created. If a due date is set, the user will be emailed on every even-numbered day, starting 30 days out. For example, they will get an email 30 days out, 28 days out, 26 days out, etc.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.