Tasks can be added and assigned to other advisors on Smartr365 to help advisors manage their workflow.

To assign a task firstly open the relevant case on the system and select the Tasks button on the toolbar.

Click add task.

You will then need to assign the task with a Title as well as the Description of the task. The task will then need to be assigned to an advisor with a date that the task needs to be completed. Once the fields have been entered select the Submit button.