How to Use the Tasks Tab

Introduction: To view the Tasks to see if there are any outstanding tasks due for the deal.  Once marked as Completed, the Task Completed, Date Completed, and Time Completed are automatically stamped

This page explains how to:

  1. Add a Task in Deal Desking.

Add a Task in Deal Desking

Under the Tasks tab in the deal, you can assign a task to an employee.  Click on the * at the beginning of the row, and enter who will be assigned the task.