Go to Endear
All Collections
Notes & Tasks
Notes & Tasks
Learn how to add notes to customers and assign tasks to your team
12 articles in this collection
Written by
Leigh Sevin
and
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 over a week ago
How do I set a task's due date?
Set a task's due date
Written by
Angela Lynch
Updated over a week ago
How do I assign multiple associates to a task?
Assign as many associates as you want to a task
Written by
Angela Lynch
Updated over a week ago
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes
Written by
Angela Lynch
Updated over a week ago
How do I create a task for a specific customer?
Create a task for a specific customer
Written by
Angela Lynch
Updated over a week ago
Task Management
How do I filter my tasks?
Filter your tasks
Written by
Angela Lynch
Updated over a week ago
How do task statuses work?
Learn to complete a task and see which tasks are still pending.
Written by
Leigh Sevin
Updated over a week ago
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 over a week ago
How do I edit or delete a comment?
Edit or delete a comment on a task
Written by
Angela Lynch
Updated over a week ago
How do task notifications work?
Learn what notifications are available and adjust your choices.
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