Adding/Updating Intake Tasks

REQUIREMENT & PERMISSIONS

User should be superadmin to manage setting.

Documentation

1. Under your main navigation sidebar, click on ORGANIZATION SETTINGS.

2. Click on DEFAULT INTAKE TASKS.

3. Click on + ADD INTAKE TASKS.

4. Input intake tasks HERE.

5. Click SUBMIT.

6. Click on UPDATE or DELETE for an existing intake task.

7. If you click delete then you will click CONFIRM to delete the intake task.

8. If you click update then you will update the intake task here and then click SUBMIT.