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Advice and answers from the Endear Team

Search results for:how do i add a new task from home

How do I add a new task from Home?
To add a new task from the Home page simply click the Create a task card to begin Create your task… Applies To: All (Users, Managers, & Admins) You can easily keep track of your to-do list from your Home… For more information: Which tasks will I see on my Home page?
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … easy to add a new customer to Endear… How to create a new customer from Customer card
How to create a task
Create tasks for yourself or team members to track important activities and set deadlines with automated notifications and reminders… The fastest way to create a new task is by using the Quick action tile on the home page… Quick Action: Create a task Customers > Tasks > Add a task 2
How do I start a new message from my Home page?
How to start a new message from Home page… 1. Click the Send a message button on the Quick Actions cards on the Home page… Applies to: All (Users, Managers, & Admins) You can quickly compose a new message by selecting the
How do I add a new team?
Learn how to add additional teams to your Endear account… If you're an admin, you can add additional teams at any time
How do I complete a task?
Learn to complete a task and see which tasks are still pending… How do I mark a task as complete from the task list?… of the task list You'll see the button turn green If you forget to mark a task as complete
How to Invite New Staff Members: Step-by-Step Guide
Learn how to add new team members to Endear… To add new staff via an integration, select the appropriate integration and the new staff member's corresponding… Applies to: Admins and Managers Endear provides a variety of ways to add new staff (aka team) members
How do I create a task for a specific customer?
Create a task for a specific customer… Click on the Customer who you want to leave the task on 2. Click on Task 3… Add a title and task description- you'll notice that the Customer field is already filled out 4
How do I comment on a task?
Leave a comment on a task to let your team members know if you have any questions or what you have completed… To Leave a Comment on a Task:… Applies to: All (Users, Managers, & Admins) Leave a comment on a task to let your team members know
How do I assign multiple associates to a task?
Assign as many associates as you want to a task… Admins can assign any user to a task. You can assign as many users as you want to a task… task, then you should assign one task per user