Notes & Tasks

Learn how to add notes to customers and assign tasks to your team

13 articles in this collection
Written by Angela Lynch

How are associates notified of tasks?

Learn how associates can view their assigned tasks

Written by Angela Lynch
Updated over a week ago

Creating Tasks

How do I create a task?

Organize and prioritize your work with Tasks

Written by Angela Lynch
Updated this week

How do I set a task's due date?

Set a task's due date

Written by Angela Lynch
Updated this week

How do I assign multiple associates to a task?

Assign as many associates as you want to a task

Written by Angela Lynch
Updated this week

How do I edit or delete a task?

Edit or delete a task

Written by Angela Lynch
Updated this week

How do I create a task for a specific customer?

Create a task for a specific customer

Written by Angela Lynch
Updated this week

Task Management

How do I filter my tasks?

Filter your tasks

Written by Angela Lynch
Updated this week

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

Written by Angela Lynch
Updated this week

How do I mark a task as complete?

Mark a task as complete to let your team members know it's been done

Written by Angela Lynch
Updated this week

How do I know if a task has been completed?

Is the task I assigned completed?

Written by Angela Lynch
Updated over a week ago

What happens if a task does not get completed in time?

When a task isn't completed by the due date, the status of the task is updated to "Past Due"

Written by Angela Lynch
Updated over a week ago

How do I change my task notification settings?

You can adjust the notifications you receive in your Settings

Written by Angela Lynch
Updated over a week ago

What task activity are users notified about?

Associates can choose what task activity to get notified about

Written by Angela Lynch
Updated over a week ago