To assign a Task, you must be logged onto Phundex as either a Manager (someone who creates Pathways) or a Client Admin (someone who has full permission on Phundex). If you are a Team Member, you will need to contact your Pathway Manager to make changes to the Task (using the comments section on the Task or emailing them).
You can create Task Forms with multiple selection options, allowing you to use it like a checklist or control list.
Suppose you are working on a transaction and want to select a law firm from a list of potential candidates. Assign a Task to a Team Member using a multi-select Task Form.
In your Pathway, click on create a Task
Complete the Task details and instructions. You can assign a Task to a Team Member here or at a later date. You can also add a due date here. Best practice suggests you always assign a due date so that Tasks get completed!
click on Next, then select Create a new Form
Then create the new Task Form, requesting a multiple selections drop-down box. Add as many options as you like to the list, and then save the data line. You can then save the Task. Your Team Member will be able to select one or more of the options as they work through the Task.
