Add a Task

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.

new_task_form.jpg

 

   
Due Date This function will activate an email notification to the user assigned to the task. These emails will be sent out to the assigned user on their due date and daily thereafter until it's marked as complete.
   
   
For This is who the task will be assigned to. They must already exist as a user in your account.
   
   
Associated Contact

If the task has to do with a particular person in your database, you can link their contact here.
Learn more about associating a contact to a task here.

   

 

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