How To: Create A Requirement

  1. Navigate to a contact. 
  2. Click Requirements in the upper right corner.Screen Shot 2022-05-02 at 2.46.21 PM
  3. Click +Requirement.Screen Shot 2022-05-02 at 2.47.08 PM
  4. Fill out all fields and click Assign. Screen Shot 2022-05-02 at 2.49.18 PM


Once you create a requirement once you can search for that same requirement on a different employee to make assigning requirements simpler.