Engagebay allows you to create your task in a shared platform where its progress can be monitored. 

This article is a guide in the creation of the task in Engagebay.

1. Make sure first that you are on the Sales platform. On the Sales, page click on "Tasks" on the top menu.

 

2. On the "Tasks" page, click on "Create Tasks" button on the upper right. A setup pane will then pop-up. Fill out all the required field and other important fields you deemed necessary then press save below.

 

3. You will now see the task you created under the task column where it belongs. That same task will be moving through the other tasks columns as it progresses.