Assign Action to Task

 

1. You can Add a File to a task when creating the task for the first time or by Editing a Task


2. This example is from editing a task. Select the action from the Assign Action drop-down.

 


3. Click the Add button to add the action to the selected actions box

 


4. If assigning a letter, digital print or e-newsletter you can select the template your would like to use by clicking Select Template


 

5. Select the template you would like to use from the drop-down and click Save

 

 

6. Click Save to finish.



 

 

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