Geteilte Anleitung

How to set due dates

Learn how to efficiently set due dates for your tasks in the Leads management interface.

viktoriaviktoria
·3 Schritte·40 Aufrufe·Veröffentlicht

Learn how to efficiently set due dates for your tasks in the Leads management interface. This guide walks you through navigating to your workspace, creating new tasks, and selecting specific dates using the integrated calendar feature.

Step-by-step Guide3 Schritte
  1. Click the BoardLeads section

    By clicking on 'BoardLeads', you will access the leads management interface, allowing you to view and manage your leads effectively.

    Click the BoardLeads section
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  2. Click the New Task button

    By clicking this button, you can create a new task in the Leads section, allowing you to manage and organize your workflow effectively.

    Click the New Task button
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  3. Click the '17' button

    Clicking the '17' button will open a calendar for date selection, allowing you to choose a specific date for the task associated with the Leads section.

    Click the '17' button
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