Posts make it easy to highlight tasks and appointments on Individual Teams. You can create a task or appointment from the post or link an existing one.
To create a new task or an appointment within your post
1. Go to the Home screen and tap Share Now.
2. Add a message and then tap Add Task or Add Appt. Select Create new task or Create new appointment.
3. Select a task or appointment from the list or create your own. Add in the task details and tap Save.
4. Once you have added all the information you need, tap Post.
5. Your post will display on the Home screen with the option for a team member to sign up to help with the task or appointment.
To link to an existing task or appointment
1. Go to the Home screen and tap Share Now.
2. Add a message and then tap Link to an existing task or Link to an existing appointment.
3. Locate the existing task or appointment and then tap Link to Post.
4. Tap Post when you are finished.
5. Your post will then appear on the Home screen and team members can tap on the appointment to view more details.