Vital CRM
How do I assign and follow-up a task?

If there is a need for follow-up, you can now assign to a person or other assignee by assign task function. The system can also make a reminder for you.

1. Click on gear icon on one note and choose [Assign task].



2. The system will pop up the settings window. Enter the execution date, tick the reminder field and assign to the person in charge.


1. Click on gear icon on one note and choose [Assign task]. 2. The system will pop up the settings window. Enter the execution date, tick the reminder field and assign to the person in charge.
https://faq.vitalyun.com/EN/CRM#4018
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