Each task has one specific task executor; this is the expert within your organization who takes the task to heart and can ensure proper execution. You can assign a task to any colleague who has a responsibility towards new customers, which translates into a role administrator, employee, or CLM employee in Cubigo. To do this, use the search field and type in the letters of his/her name, and select the desired colleague.
In the task detail you specify the task (description, type of task) and assign it to your expert colleague for execution by the indicated follow-up date (= due date).
The task detail contains the following information:
- Task description
- Task type
- Creation date task
- Follow-up date = due date for execution
- Status of the task