How To View a Task

From the Tasks list, users can create and assign tasks to other staff that will be connected to the contact record. Once created, tasks will appear on that staff’s AmpliFund calendar, and they will receive email reminders related to that task.

1. Open the Contacts module.
2. Select a contact type in the Left Navigation Panel.
3. Click a contact name.
4. Open the Tools tab>Tasks.
5. Click a task name