Tasks on Anvyl are created, assigned, and used at the purchase order level. After you've been invited to collaborate on an order in Anvyl, you can create or assign a task, associated with the order.
Create a Task by performing the following steps.
- When logged into Anvyl, click on your Orders tab.
- Find and click on the Order you wish to assign a Task for.
- Click on the Tasks tab.
- Click the Add Task button.
- Fill in the required and optional fields for the Task.
- Click Save.
Watch the video below to see this in action.