Tasks are an excellent way to document actions items associated with each opportunity. Each Task can be assigned to a teammate and given a deadline. Let Instrumentl do the leg work by sending email reminders to ensure the deliverable gets completed on time.
How to create Tasks
From your Tracker, click into any opportunity. Navigate to the Tasks tab underneath the funding opportunity title.
You will see all of your Tasks for the specific funding opportunity. Click + Add Task to create a new Task.
Task Criteria
When creating a Task, there are a few fields you can fill out.
Description: A brief overview of the Task. (required)
Task type: What type of Task is this?
Deadline: When is the Task due? Please note that only Tasks with deadlines will be sent email reminders. We highly recommend adding a deadline.
Assignee: Who is responsible for competing the Task? Assignees are automatically sent an email notifications when a Task is assigned to them.
Collaborators: Who should be sent email reminders about this Task? By default, the Assignee is automatically marked as a Collaborator to ensure they receive email notifications. Hover over the i icon to view the cadence at which reminder emails are sent.
Marking a Task as finished
Once a Task is completed, you'll want to log this in Instrumentl by clicking the check mark icon next to the task. This will stop any future email notifications regarding this Task.
Please note that by default, completed Tasks are hidden. To view completed Tasks, untoggle the "Hide Completed" button, as shown above.
Viewing all Tasks in one place
Would you like to see all Tasks for all opportunities in one place? Look no further than Tasks View! Read more about that here.
Please note that while Tasks are available on all Instrumentl Plans, Tasks View is only available on our Standard Plan and above.
Tasks are an excellent way to delegate responsibility on Instrumentl and track action items for each opportunity. If you're looking to track other information on Instrumentl and can't find the right home for it, consider Custom Fields! Learn more about Custom Fields here.
Contact Us 
Reach out to our friendly support team if you have any questions about using this feature. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.