Tasks
Tasks Overview
Last Updated: August 22, 2025Using Tasks in Propel Your Business Tasks are a key function within Propel Your Business, especially when it comes to running effective meetings. Let’s look at how tasks work in two places within the software: 1. Tasks from the Navigation Bar On the left-hand side, you’ll see Tasks in the navigation menu. This section shows...
How do I create a task?
Last Updated: August 22, 2025Creating a Task in Propel Your Business You can create a task in two areas of the software. 1. From the Navigation Bar On the left-hand side, select Tasks. Here you’ll see all of your tasks across the business—from any meeting series. You can view: To create a new task: Once saved, the task will...
How do I assign a task?
Last Updated: August 22, 2025Assigning a Task in Propel Your Business You can assign a task either while editing an existing one or when creating a new one. Assigning an Existing Task ⚠️ Note: A task can only be assigned to one person. Assigning a New Task Where to See Task Assignments In your Tasks dashboard, you’ll see: You...
How do I edit a task?
Last Updated: August 22, 2025Editing a Task in Propel Your Business Editing a task is quick and easy: Your updates will now appear in the task dashboard.
How do you pin a task to a meeting series?
Last Updated: August 22, 2025Pinning a Task to a Meeting Series You can pin tasks to a meeting series in two ways. 1. From the Task Dashboard 2. From Within a Meeting Note: You can only pin a task if you are the owner or it has been assigned to you. Once pinned, the task will automatically appear in...
How Can I View All the Tasks Across My Meetings, Business, or Portfolio?
Last Updated: August 22, 2025Most individuals will typically view tasks by meeting series.Any meeting series where you either created a task or a task was assigned to you will display those tasks under the Tasks section in the agenda bar. Professional Service Providers & Firm View If you’re a professional service provider managing a portfolio of businesses, you’ll have...