Associate Tasks: Wizard


 The Task Wizard steps you through the process of adding a single task. 

enlightenedIf you want to create a task that multiple selected associates can complete you must use this wizard.  The regular Add Task window only supports a single associate or any associate.

To use it:

  1. Click Associate > Tasks > Add, then click the Wizard button in the bottom left.   The Task Setup Wizard will appear. 

  2. Follow the onscreen prompts and use the Next button to advance through the wizard. 
  3. When completed, click the Finish button.
Updated on Tue, 22 Apr 2025 by Dominick Mastri

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?