You can assign tasks to other users in FastGem, and tie them to specific customer records as well. 

From the Leads, Customers, or Work Order 'List' view, click on the 'Book' (Action Log) icon. 


You can also access the 'Create Task' feature by entering a person's record or work order and clicking on 'Actions.' 


Click on 'Create Task'. Select a User from the dropdown provided, set a due date, and type in the task description. Click 'Save.'

If this is assigned from the Work Order or Submission page, it will automatically be tied to that customer/lead/person.

The task will show up when the assigned user logs in and clicks 'My Tasks' or when an Internal User clicks 'Rep Tasks' (This may be called something different in your instance).

An alert will also appear for the user assigned the task letting them know they have a task to complete. You can decide whether you want the alert to show immediately, or only once the due date for the task has arrived (This can be configured in the Admin portal of your instance by going to Config> Content Types > Tasks. If you need help, just let FastGem Support know).


They can then click on the MY TASKS (it's a hyperlink) and it will take them directly to the MY TASKS list view to view assigned tasks.

Once a task is complete, the assigned user or an internal user can change the status to reflect.

Task records will appear in applicable Action Logs, as well.



Internal users can click on the 'Tasks' menu item and 'Task Management' to edit/assign Tasks in FastGem as well.



From this page: 

Click to edit or view an existing task, or click on 'Add item' To Create a New task. Make selections in the User Dropdowns, select a due date, status, etc. You have the option to attach this task to a customer record or Work Order as well.