How do I assign a To Do?

Cloze Business allows you to create and invite your Team

To Dos can be assigned to other Team Members.

A few tips about assigning To Dos:

  • You can only assign To Dos to other Team Members that have joined your team. 
  • To Dos can be related to a Project (or Deal), Person or Company.
  • The assigned Team Member will be prompted on their Agenda and with a notification both when they are assigned the To Do and when it comes due.
  • If you assigned the To Do you will also see it on your Agenda.

1.) Tap on the compose icon in the upper right corner of the screen and tap on Add To Do. 

2.) Enter the details and timing of the To Do and tap on Assign To and select a team member.

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