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how do i create a task for a specific segment
How do I add a new
task
from Home?
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 mark a
task
as complete? Still Need Help?
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… Click on the Customer who you want to leave the
task
on 2. Click on
Task
3
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… Add relevant tags to categorize the
task
and link the
task
to a
specific
customer if applicable
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
:… 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
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… How To Edit a
Task
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 search for items?
Find a
specific
item from your Products list quickly… Applies to: All (Users, Managers, & Admins) Finding a
specific
item in products allows you to easily… more information: How to select items for a Story How to filter items How do I
create
How to
Create
and Manage Campaign Variations
Create
multiple versions of a campaign for different teams for easy localization… Toggle Assign a
task
to team managers on to automatically
create
tasks for team managers to complete… Whether a
task
was created (indicated by a
task
icon) Assignees: Who is assigned to complete
