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Advice and answers from the Endear Team

Search results for:which tasks will i see on my home page

What tasks will I see on my Home page?
Managing your tasks in Endear… Applies To: All (Users, Managers, & Admins) The Tasks sidebar on your Home page will display both… tasks you created and tasks that have been assigned to you
Which conversations will I see on my Home page?
For more information: Which tasks will I see on my Home page? Still Need Help?… Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page will display… For more details, check out our dedicated help section on Conversations
How do I add a new task from Home?
For more information: Which tasks will I see on my Home page?… To add a new task from the Home page simply click the Create a task card to begin Create your task… page with the Quick actions card
Intro to Home
Learn the options of Quick Actions you can take on the Home landing page… with your customers and any messages assigned to you When you log in and navigate to the home page… Create a task card
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Applies to: All (Users, Managers, & Admins) The Customers card on your Home page makes it quick and… Click on Create For more information: How do I see customers I've manually added to Endear?
How do I start a new message from my Home page?
1. Click the Send a message button on the Quick Actions cards on the Home page… button on the Quick Actions cards on the Home Page Review which Contact Method you're sending… How to start a new message from Home page
How do I change which notifications I receive?
Change notifications for Comments & Mentions, Messages, Appointments, Tasks, and Customers in the Notifications Settings page… Click on Settings 2. Click on Notifications 3… Managers & Admins) Endear provides notifications for Comments & Mentions, Messages, Appointments, Tasks
How do I filter my tasks?
Filter your tasks… How to Filter Your Tasks:… Define your filters and click Done at the bottom of the page. Step 1
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?… What happens if a task does not get completed in time?
How to create a task
Create tasks for yourself or team members to track important activities and set deadlines with automated notifications and reminders… The fastest way to create a new task is by using the Quick action tile on the home page… Here's how to create a task: Navigate to Customers > Tasks or use the Quick Action from the Home