Within YAPI, you can create and manage tasks for yourself or for other members of your team. When creating a "To-Do," you can even send an email or text notification and set an email or text reminder for when the task is coming due. Follow the instructions below to add a To-Do within YAPI's Getting It Done task manager feature.
Table of Contents
Adding a Task
From the YAPI Dashboard, click Getting It Done and select Add To-Do.
In the white box on the left, enter the task.
Click the Due dropdown to open a calendar and select a due date for the task.
In the Who dropdown, select the team member who needs to complete this task.
Optional: In the Email and Mobile boxes, enter the team member's email address and/or mobile number to notify them of the task.
Optional: If you want YAPI to send a reminder to the team member when the task is coming due, select Send email and/or Send mobile text in the Reminder section. Then, in the Send Reminder dropdown, select when you want the reminder to send.
Note: To use this option, you must enter their information into the Email and/or Mobile boxes.
- Introduction to the Getting It Done Task Manager
- Marking a To-Do Task as Complete in Getting It Done