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Tasks overview

Use tasks to assign action items for engagements

Tasks allow you to keep track of anything needing a reminder in Fieldguide — whether it be a review note, a task to check in on a specific item, or any other action item.

Tasks can be added to the engagement Dashboard, sheets, forms, documents, and controls.

Tasks can be assigned to a specific person by adding their name to the Assigned to field.

Next steps

For more information on using tasks, check out these articles:

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