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notes tasks
How do I edit or delete a
task
?
Learn how to edit, delete, and restore
tasks
and
notes
… How to View and Restore Deleted
Tasks
(only admins and creators can restore deleted
tasks
)… You can also bulk delete
notes
&
tasks
, and restore them any time
Written by
Angela Lynch
Updated over a week ago
How do I filter my
tasks
?
Filter your
tasks
… Solution Overview From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline… From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline: Tag: Filter your
Written by
Angela Lynch
Updated over a week ago
How do I create a
task
for a specific customer?
Create a
task
for a specific customer… Your Note will appear on the Customer's profile and in the your list of
Notes
&
Tasks
[Image "screenshot… Create a
task
for a specific customer
Written by
Angela Lynch
Updated over a week ago
How do I create a
task
?
Organize and prioritize your work with
Tasks
… Solution Overview Visit the
Notes
&
Tasks
module of your account Click Create Task… Click
Notes
&
Tasks
from the left menu. Step 2
Written by
Angela Lynch
Updated over a week ago
How do I add a
note or
task
to a customer's profile?
Leave a
note
for yourself or your team on a customer's profile… How to add a
note
to a customers profile… Applies to: All (Users, Managers, and Admins) From within a customer's profile, you can see all the
notes
Written by
Angela Lynch
Updated this week
How do I merge customers?
This includes
notes
,
tasks
, orders, profile fields, contact methods, conversations, assigned users
Written by
Angela Lynch
Updated this week
How does the search bar work?
8a9b-470c-9250-5c8fd59538a0.png"] You can search within the following categories: Customers,
Notes
…
Tasks
, Messages, Conversations, Drafts, Templates (shows when you click the "...")
Written by
Angela Lynch
Updated over a week ago
What is the difference between Admin, Manager, and User?
They can switch between locations, create
tasks
and segments for different locations and users, and assign… Mobile Number Password Create Stories and add images and assets Create
notes
… Mobile Number Password Create Stories and add images and assets Create
notes
Written by
Angela Lynch
Updated over a week ago
How do
task
notifications work?
Select whether you want your notifications related to
tasks
on (green) or off (grey), and on which devices
Written by
Angela Lynch
Updated over a week ago
How do
task
statuses work?
Learn to complete a task and see which
tasks
are still pending… You can also filter
tasks
to see all the
tasks
that have been completed… How do I mark a
task
as complete?
Written by
Leigh Sevin
Updated over a week ago
