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Notes & Tasks
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