Quick Actions allow you to quickly create tasks or send new messages to other members. Task assignees and message recipients will receive alerts in Notifications with a red indicator on the bell icon on top right.
1. Click on the (+) button on top right to create tasks and messages.
New Task
fill in task details and click Save. You can assign the task to multiple assignees. All assignees will receive an alert in their notifications.
To view all your tasks, go to Menu > Home > Tasks
New Message
Fill in all the message details and choose select recipients, multiple recipients can be selected. All recipients will receive alert in notifications. Click Send after everything is done.
- To view all messages, go to Notifications (bell button on top right) > View All
- To mark a message as read, click on the tick button on the right of the message