How to "Create" a Task & Add Task List to Dashboard

The “Task” module allows you create and view a task list within Oasis. Tasks can be created within the Module or within the Lead Information page. You can also add a dashlet that will allow you to view Tasks

 due within the next 7 days. Step by step directions on how to do so below.

Step 1. Create New Task

Navigate to “Tasks” on the Side Menu and select “Search”. Here you can create a new task by selecting “Add Task”.

Alternatively, “Tasks” can be created with the “Lead Information” Page

Step 2. Enter the Task Name, Description, Due Date, Lead*, and Agent. Press “Save”

*For general tasks you can leave the “Lead” field blank

Step 3. Add Task List to Your Dashlet

Select “My Account” from the side menu. Then add “Upcoming Tasks (Next 7 Days)” and link it to your Dashboard

Step 4. Refresh Dashboard