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Notes & Tasks
Learn how to add notes to customers and assign tasks to your team
12 articles
How are associates notified of tasks?Learn how associates can view their assigned tasks
How do I add a note to a customer?
How do I create a task?Organize and prioritize your work with Tasks
How do I set a task's due date?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 do I edit or delete a comment?Edit or delete a comment on a task
What task activity are users notified about?Associates can choose what task activity to get notified about