Skip to main content

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… How To Edit a Task… How to delete a Task
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 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 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?… a task as complete or when a task isn't completed by the due date, the status of the task will be listed
How do I adjust access or delete a report?
Control which members of your team can view certain reports or remove reports entirely… How to delete a report… How to change a report's user access
How do I delete a sale?
Delete a sale… To Delete a Sale:… Applies To: Admins From time to time you may want to delete a sale, for example if it is ineligible
How do I delete a Story?
Remove old or unwanted Stories from your lists and searches… How to delete a Story… Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can delete it from
How do I create a task?
Organize and prioritize your work with Tasks… To start creating a task, click "Create a Task" from Quick Actions on the homepage, or go to Customers… Applies to: All (Users, Managers, & Admins) Create a task for yourself or another member of your
How do I Cancel or Delete an Appointment?
Learn how to cancel or delete an appointment in Endear… Click on the Appointment You Want to Cancel/Delete ​4. Click on Cancel 5… Click on the Appointment You Want to Cancel/Delete​ ​4. Click on Cancel ​5
How do I edit a service?
Learn how to edit the different services your team provides during appointments… Select the Service that you want to edit/modify 5. Click Edit to Modify Accent Color 6… Click on the Appointment Instructions text box to edit 10. Click on Duration to edit 11