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Advice and answers from the Endear Team

Search results for:how do i edit or delete 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… Admins can also edit or delete any task
How do I create a task for a specific customer?
Create a task for a specific customer… How to delete a task… Click on the Customer who you want to leave the task on 2. Click on Task 3
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… You can also edit, delete or copy a link to the comment you've left previously… To Leave a Comment on a Task:
How do I delete a sale?
Delete a sale… Check the checkbox next to the sale you want to delete. 2. Click Delete. Still Need Help?… To Delete a Sale:
How do I delete an Audience?
Delete an Audience… In the dropdown, select Delete Audience It will immediately delete from your audience page… You can also delete the Audience from within the Audience itself, on the Customers page
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 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… Enter a clear, descriptive title of the task. 3. Enter the task description
How do I delete a Story?
How to delete a Story… Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can delete it from… Go to the Story you would like to remove, and click Delete at the top-right corner. 2
How do I assign multiple associates to a task?
Assign as many associates as you want to a task… task, then you should assign one task per user… To Assign Multiple Users to a Task:
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?… How do I mark a task as complete? Still Need Help?