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Arlo task feature allows you to assign tasks to yourself or any other administrator on your Arlo platform.
If you assign a task out, Arlo will send an automatic task notification to the assignee with all of the task details. You can set the task subject, due date, priority, and description. You can also share the task with other administrators to see (so if anybody is away the task can still be completed).
Create a task
There are a number of places within Arlo where you can create a task. Assigned tasks can be viewed on the dashboard, the task menu, or the specific Arlo entity it has been created against e.g. on events, online activities, contacts, organisations, leads, and campaigns.
Arlo makes managing your tasks easy. As soon as you log into Arlo you can immediately see your tasks on the dashboard. Simply complete the task, check it off, and move on to the next task.
You can also manage tasks in the Tasks menu, or on certain entities e.g. on events, online activities, contacts, organisations, leads, and campaigns.
Find and report on tasks
You can find and view tasks in a number of places within the management platform.
You can edit your default task categories to fit your needs so that you don't need to enter this information in every time you create a new task.