Delegating tasks is easy in Scratchpad, from within your pipeline or anywhere on the web.

Click CMD+J (Mac) or CTRL+J (PC) from ANY website to launch Scratchpad Command.

Select Create New Task.

By default, you can give the task a title and description. To link additional details to the task, assign it to a rep, give it a due date, or relate it to an account or opportunity, select the gear ('Fields') icon to the right, and check off the fields you want to see attached to the task. Fill out your new fields, click 'create task' and you're good to go!

To assign a task during a pipeline review-

Click once on the opportunity in your pipeline, and then hit the space bar.

You should now see an expanded view of the opportunity. In the upper right hand corner select the pop-out icon (it says "open apps" when you hover over it).

From this pop-out view you can see Tasks on the top menu. You can create a NEW Task by clicking on the plus sign to the right of your name. Notice that the fields you pulled in earlier are already there- now you can assign tasks without ever leaving your pipeline view.

Check out this quick video for a walk-through!


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