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Advice and answers from the Endear Team
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how do i create a task
How
do
I
create
a
task
for
a
specific customer?
Create
a
task
for
a
specific customer…
How
to
create
a
task
for
a
specific customer…
How
to delete
a
task
How
to
create
a
task
Create
tasks for yourself or team members to track important activities and set deadlines with automated notifications and reminders… Quick Action:
Create
a
task
Customers > Tasks > Add
a
task
2… Here's
how
to
create
a
task
: Navigate to Customers > Tasks or use the Quick Action from the Home
How
do
I
add
a
new
task
from Home?
Keeping track of your to-
do
list in Endear…
How
do
I
create
a
task
?
How
do
I
create
a
task
for
a
specific segment?… To add
a
new
task
from the Home page simply click the
Create
a
task
card to begin
Create
your
task
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
… 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…
How
To Edit
a
Task
…
How
to delete
a
Task
How
do
I
set
a
task's deadline?
Set
a
task's due date… Applies to: All (Users, Managers, & Admins) When you are creating
a
task
, you can add
a
deadline… to let users know when
a
task
should be completed by
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
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
:…
How
to Copy
A
link to
a
Comment
How
do
I
edit or delete
a
comment?
Edit or delete
a
comment on
a
task
…
How
to edit or delete
a
task
comment… Applies to: All (Users, Managers, & Admins) If you've created
a
comment on
a
task
, you can also edit
How
do
I
create
a
Story?
Learn
how
to
create
engaging and clickable content with Stories… Applies to: All (Users, Managers, & Admins) If
a
user wants to
create
a
custom product selection… for their customers to engage with and shop from, then they will want to learn
how
to
create
a
Story
