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Asana and Calendar Task Builder

Please use the task builder for the team that the client falls under. If the client does not appear on your team’s contact list it means that the subteam field on Insightly has not been filled out. Once this has been completed with the correct team name it can take up to an hour for the client to pull through to your team list.

If you do not wish to wait, please make use of the manual task builder in the meantime.

Team Blue

Team Star

Team Royal

Team HC

Team Solo

Operational Task Builder

Manual Task Builder

Use this builder if the client has not yet pulled through to your team's contact list. This will require you to manually insert the name and Insightly Contact ID.

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