Creating Internal Tasks
Overview
You can set up internal Tasks for yourself in GRIN to stay organized with reminders, to-dos, or due dates within your creator marketing workflow. You can even assign tasks to other users on your account to keep your team members in sync.
What You'll Need
At least one contact added to your account in the Creator, Prospect, or Applicant status.
How to Do It
There are two different places where you can create internal tasks either from the Tasks section or directly on a creator's profile. You can learn more about each of these below.
Setting Up Tasks in the Tasks Section
1. Navigate to Tasks from the main navigation menu.
2. Click New Task.
3. Enter the Task Name and Description.
4. Select a Due Date, choose an internal team member under Assigned To, select the Type of task, and choose a creator under Associated Contact.
Note: Tasks can be used to communicate action items between the internal teams. The person who is assigned to the task will receive all notifications for the task.
5. Click Create.
Setting Up Tasks in a Creator's Contact Profile
1. Navigate to Contacts > Creators, Contacts > Prospects, or Contacts > Applicants.
2. Click the name of the creator whose profile you want to view. This will open their Creator Contact Profile.
3. Click Tasks, then Create Task.
4. Enter the Task Name and Description.
5. Select a Due Date, choose an internal team member under Assigned To, and select the Type of task.
6. Click Create.