How to add a Task to your 1:1 Agenda

This tutorial walks you through how to add, assign, and manage tasks within the 1:1 Agenda, helping Sellers and Managers stay aligned and accountable between meetings.

What

Tasks in the 1:1 Agenda serve as shared to-do items between a Seller and their Manager. These tasks can be created by either party and are linked directly to CRM data - including Accounts, Agencies, or Contacts - so that meetings stay focused and actionable.

Help center

Help center

How to add a Task to your 1:1 Agenda

This tutorial walks you through how to add, assign, and manage tasks within the 1:1 Agenda, helping Sellers and Managers stay aligned and accountable between meetings.

What

How