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