Creating Tasks
5 articles
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