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Adding a task to an event

Attach to-dos to a specific event and search them.

Tasks, Notes & Comms

Tasks let your team track action items on a specific event.

  1. Open the event and click the Task tab.
    The Task tab
    The Task tab
  2. Click Add Task, describe the to-do, and save. Use Search Tasks to find one later.
    Adding a task
    Adding a task
Keep tasks event-specific (e.g. “confirm final headcount”) — for personal reminders across records use the account-level Reminders.