How to use Task Directory?
Steps to use Task Directory for assigning tasks:
You can read the guide to learn how to use Task Directory for assigning tasks:
- Login to Automate Business using your registered email ID and password.
- Go to the Task Management section from the main dashboard.
- Navigate to the Task Directory and locate the required task templates.
- Click on Clone to copy the selected templates to your Task Templates.
- Go to the Task Templates section.
- Click on the ‘+’ icon next to the desired template.
- Select the user and set the due date.
- Click Assign to allocate the task to the selected staff member.
Updated on: 30/04/2025
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