How To Assign A Task

You can assign tasks to your staff members in Rainmaker. A task is any action you want to assign to a staff member to complete by a certain due date. When that staff member logs in, they will be able to see what tasks they need to complete and what day it's due.

Example: You could setup a task for a staff member to call a list of prospects and it will be due by Friday. 

 

To assign a task, go to:

Message Center > View Tasks > + New Task

From there you can choose who you want to assign the task to and setup what the task will be.

 

You can also Add a Task from the Quick Actions section on a student's profile page.

 

Go to the Quick Actions section on their page. In the first drop down box select, "Add a Task" Then you can choose who to assign the task to and what the task will be.

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