In this article
The following article provides an overview of Arlo's tasks feature and will direct you to learn how to create, view, and manage your tasks in Arlo.
This feature is available on all Arlo service plans.
Arlo's tasks feature allows you to assign tasks to yourself or any other administrator on your Arlo platform.
When you assign a task, 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 tasks with other administrators so if administrators are away from the office the task can still be completed.
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.
Task sets for events
The task sets feature enables you to group together a set of tasks that you use often to manage your events, and then apply that set to an event template. Once applied, each event that is created from that template automatically has those tasks created. You can also apply a task set to individual events.
- Learn how to create task sets for events.
- Learn how to apply a task set to an event template.
- Learn how to apply a task set to an existing event.
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, elearning 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, elearning 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 also include tasks on the Account Manage Activity report.