Virtual Training •
60 minutes
Custom Tasks (”Agency Events”) Training
Track agency-wide processes with custom Tasks.
In this session, you'll learn how to:
Create a Quick Form for your event or process
Set up a new Agency Event task
Link the Quick Form to the event
Configure filters, statuses, and flags
Set reminders and notification alerts
Manage and track Agency Event tasks
Task(s) covered:
System Settings
Book now:
⚠️ Has your agency purchased training hours?
You can email Training@GoEngage.app to check. If you don't have hours available, please purchase prior to booking; otherwise, the session will be canceled.
💡 Add Attendees
Add your staff as Additional Attendees so they receive online resources after the session.