Notes & Tasks
Learn how to add notes to customers and assign tasks to your team
By Patrick and 1 other2 authors13 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
How do task notifications work?Learn what notifications are available and adjust your choices.
What task activity are users notified about?Associates can choose what task activity to get notified about