Steps
- Click + Add Task.
- Optional: Start from a template to reuse wording you've saved.
- Search for the Staff Member.
- Type the Task or question, for example "Can you bring a pop-up tent Saturday?"
- Pick Yes / No or Free text. For free text you can add a follow-up question.
- Click Send Task.
Following up
Click Message on any task to text that person again. Your message shows as "You texted" under the task.