Notes & Tasks
Learn how to use notes and tasks to work efficiently as a team.
11 articles
What is a note and how do I use notetaker?Create customer notes with automatic titles, add photos, and search note content seamlessly.
How to create a taskCreate tasks for yourself or team members to track important activities and set deadlines with automated notifications and reminders.
How do I set a task's deadline?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 are associates notified of tasks?Learn how associates can view their assigned tasks
What task activity are users notified about?Associates can choose what task activity to get notified about