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Advice and answers from the Endear Team

Search results for:how do i comment on a task

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… Solution Overview: Visit the note or task you want to comment on Write your comment in the… Click on the note or task you want to comment on Step 2
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?… Search for the task you want to complete Click on "Checkmark" button under the "Status" column
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… Click on Tasks from the Activity Bar to view other tasks Step 1.Click View Task, click on the Actions
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 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… How do I create a task? How do I create a task for a specific segment?… For more information: Which tasks will I see on my Home page?
How do I assign multiple associates to a task?
Assign as many associates as you want to a task… You can assign associates either when you are creating a task or later on after it's been created… To Assign Multiple Users to a Task:
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes… Click on any fields you want to update- you can edit the task description, task title, task status, deadline… Click on the task column of the note you want to edit Step 2
What task activity are users notified about?
Associates can choose what task activity to get notified about… Applies to: All (Users, Managers, & Admins) Associates have the option to choose which task activity
How do I add comments to products?
Add custom notes or comments to your Story items … Click on the Type something field below the product you want to make a comment for. Step 2… Solution Overview Click on the Type something field below the product which you would like to add
How do I set a task's deadline?
Set a task's due date… Click on the task whose deadline you want to add or change Step 2… to let users know when a task should be completed by