How to Create, Assign, and Edit a Task

Tasks are an important commodity within any business. They give your business structure and organization. Here at SnapDesk, we prioritize and simplify task creation so that you can spend less time communicating reminders to your customers or employees and more time creating new customers.

In this article, we show you how to create, assign, and edit a task within the SnapDesk App.

How to Create and Assign a Task

  1. Click “Tasks” from the dashboard once logged in to SnapDesk.
  2. Inside the “All” tab of the Tasks Module, click the “+” icon in the bottom right corner.
  3. Once the “Task Type/Title” dialogue box appears, select the “Task Type” from the drop down options.
  4. Enter the “Task Title.”
  5. Once the “Assigned User/Group” dialogue box appears, you will be given some options:
    1. Click “Unassigned” if you wish to leave the task with no owner as of yet.
    2. Click “Search for Group” if you would like to assign the task to one of your groups.
      1. Once this is selected, you will be able to search or select the desired group from the drop down box.
    3. Click “Assign to Myself” if you would like to assign the task to yourself.
    4. Click into the search box at the bottom. This allows you to assign tasks by searching or selecting customers, employees, or any user with a profile in your database.
  6. Once you have assigned the task, the “Task Description & Notes” dialogue box will appear.
  7. Type in an appropriate description for the task.
  8. Click “Save” in order to save the task.

How to Edit a Task

  1. Click “Tasks” from the dashboard once logged in to SnapDesk.
  2. Locate the task in the “All” tab.
  3. Once the task is located, click on it.
  4. Click on the “Pencil” icon in the bottom right of the screen to edit the task.
  5. Once the task information appears, you are able to edit the “Task Type/Title,” the “Assigned User/Group,” and the “Task Description & Notes.”
  6. Complete the edits needed.
  7. Click “Save” to save the changes you have made.

Task management is crucial to every business no matter if you're dealing in service industries like contracting companies or in the professional realm as lawyers or accountants. SnapDesk makes it easy for any business improve their daily productivity.