How to create a task in pdwise

This guide provides step-by-step instructions on how to create a task in pdwise. By following these steps, users can efficiently create and manage tasks, ensuring important deadlines and reminders are never missed.

Step 1: Log in to your pdwise account.

Step 2: Click "Contacts".

Step 3: Navigate to the top right hand side of the screen and click "Task".

Step 4: Click the + "Add" button to create a new task.

Step 5: Begin by entering a title for your task and then further explain that task in the description section beneath it by entering more information about the task.

Step 6: Ensure you assign a user to the task, this person will become responsible for the follow up.

Step 7: Change the "Due Date" to the date you would like to act on the task. In this example, I have selected a date in Feb 2024.

Step 8: Log the task by clicking the "Save" button at the bottom of the screen.