How Do I Add A Task?

Step-By-Step Guide

  1. After logging in to Assurance, look for the 'Tasks' tab in the top 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. 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 User

Video Guide

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