Step-By-Step Guide

1. After logging in to New Assurance, look for the 'Tasks' tab in the top right left corner
   
   
2. Select 'Tasks' to head into the Task Library, or skip this step by selecting 'New Task' 
   
   
3. In the Task Library, select 'Create Task' 
   
   
4. Write a Task Name and Description
   Decide the 'Action Fill out the different fields for the Task details i.e. Title, Description
   
   
5. Select the 'Task Category' the task will fall under. If you are unsure, please contact your consultant
   
   
6. Decide whether you would like to Assign this task to a particular StakeholderUser

Video Guide

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