Notes & Tasks
Learn how to use notes and tasks to work efficiently as a team.
12 articles
- How to create a taskCreate tasks for yourself or team members to track important activities and set deadlines with automated notifications and reminders.
- How do I set a task's deadline?Set a task's due date
- How do I assign multiple associates to a task?Assign as many associates as you want to a task
- How do I edit or delete a task?Learn how to edit, delete, and restore tasks and notes
- How do I create a task for a specific customer?Create a task for a specific customer
- How do I filter my tasks?Filter your tasks
- How do I complete a task?Learn to complete a task and see which tasks are still pending.
- 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
- How are associates notified of tasks?Learn how associates can view their assigned tasks
- What task activity are users notified about?Associates can choose what task activity to get notified about