Assigning Tasks to Feedbacks

Individual tasks can be created and allocated to various feedbacks under a particular feedback scheme.

tip

To get a familiarity about tasks in Engage, refer to the Tasks Documentation.

To assign a task to a feedback, follow the steps below.

1. On the Engage dashboard, click the checklist icon in the top right corner and click Create New Task or scroll down to the Tasks list and click New Task.

2. On the New Task pop-up screen, specify the following input parameters and click OK. The task will be visible in the related account's profile or the tasks list.

Parameters	Description
Task Description	A one liner description for the new task being made.
Set Due Date	The date by which the task should be completed.
Priority	The importance of the task as High or Low. High priority tasks when created have a red circular dot at the start of the task description.
Assign to	The assignment of the task. It can be for the administrator (Me) or accessible to everyone (My teams).
Related Link	Choose the related search from the dropdown, in this case, feedbacks and search the feedback to make a task for.
Add More Details	A button to add more details related to the task, if any. Also, any task file made externally can also be added with the Add File option within.