Assign Action to Tasks

Assign Action to Tasks

This article will cover how to assign actions to tasks in Reapit Sales.

1. You can Add a File to a task when creating the task for the first time or by Editing a Task
2. This example is from editing a task. Select the action from the Assign Action drop-down.

3. Click the Add button to add the action to the selected actions box

4. If assigning a letter, digital print or e-newsletter you can select the template your would like to use by clicking Select Template

5. Select the template you would like to use from the drop-down and click Save

6. Click Save to finish.