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Add and assign a task - STM



Step 1: Assign the task to a participating BerniePortal users (i.e. service team members, other brokers in your agency, agency admin) by clicking the dropdown menu and selecting the user.

 

Step 2: Create a subject, type of task (call, email, other), and define the status (not started, in process, completed)

 

Step 3: Search the client for which the task is related to and the point of contact.

 

Step 4: Leave more detailed comments for the assigned user in the box below instructing them on their task.

 

Step 5: Set a due date using the calendar module.

 

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