Applies to: All (Users, Managers, & Admins)
Create a task for yourself or another member of your team to let them know what needs to be done. Endear will notify the users of the tasks they have been assigned and send a reminder at the time it is due. When a task is done, users can mark a task as complete.
Solution Overview:
To start creating a task, click "Create a Task" from Quick Actions on the homepage, or go to Customers > Tasks.
Click on + Add Task
Enter a title.
Enter a description.
Set a deadline. Tasks can also be set to repeat at regular intervals by clicking Repeat.
Assign the task to a user. You can assign the same task to multiple associates. Users will be notified by email once assigned.
You have the option to add tags and link the task to a specific customer.
Click Create once done.
To start creating a task, click "Create a Task" from Quick Actions on the homepage, or go to Customers > Tasks.
Click on + Add Task
Enter a title.
Enter a description.
Set a deadline. Tasks can also be set to repeat at regular intervals by clicking Repeat.
Assign the task to a user. You can assign the same task to multiple associates. Users will be notified by email once assigned.
You have the option to add tags and link the task to a specific customer.
Click Create once done.
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!