Using Tasks

You can keep track of your to-do list items using the Tasks in aNinja.

Accessing the Lead tasks

You can view the tasks in the “Inbox” and in “My Tasks” dashboard widget:

• On the left sidebar, click on the Inbox
• And, My Tasks Widget in the dashboard.
  • If you can’t see the widget on the dashboard, just enable it from the little gear on the top right of the page.

Creating a Task

• When on the Lead View, hit the “Add Task” button.
• Pick the calendar date to receive a reminder by email on the due date.

Assigning a Task to a user in your Team

• When on the Lead View, in the Tasks on the left side, choose the user you want to assign the task.

Deleting a Task

• When on the Lead view, choose the task you want to delete, and hit the edit pen to open it.
• Hit the recycle bin button
• Click Yes to confirm