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Step-By-Step - Create a task

Step-By-Step - Create a task

Nov 30, 2018

There are two ways to create a task in Velocity.

  1. General Task -  Select the checkmark from the top right corner of your screen. Click the plus button on the drop down menu to add a task. 

 

  1. Deal Specific Task - The second option is to create a deal specific task from within the deal. Open a deal and scroll down to the Deal Specific Tasks section.

     

Click the green Add Task button. You can also assign a task to someone else in your firm if need be. 

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