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Advice and answers from the Endear Team
Search results for:
how do i add a new task from home
How
do
I
add
a
new
task
from
Home
?
Keeping track of your to-
do
list in Endear…
How
do
I
create
a
task
?
How
do
I
create
a
task
for
a
specific segment?… To
add
a
new
task
from
the
Home
page simply click the Create
a
Task
card to begin
How
do
I
create
a
new
customer
from
my
Home
page?
Add
new
customers to Endear
from
your
Home
page …
How
to create
a
new
customer
from
Customer card… easy to
add
a
new
customer to Endear
How
do
I
start
a
new
message
from
my
Home
page?
Learn
how
to quickly compose
a
message when you login to Endear …
How
to start
a
new
message
from
Home
page… Send
a
Message button
from
the Quick Action cards on the
Home
Page
How
do
I
add
a
new
team?
Learn
how
to
add
additional teams to your Endear account… If you're an admin, you can
add
additional teams at any time
How
do
I
create
a
task
?
Organize and prioritize your work with
Tasks
… To Create
a
Task
from
Home
page… You have the option to
Add
tags, Assign
a
user(s), and to link the
task
to
a
specific customer Step
How
do
I
complete
a
task
?
Learn to complete
a
task
and see which tasks are still pending…
How
do
I
mark
a
task
as complete
from
the
task
list?…
a
task
as complete or when
a
task
isn't completed by the due date, the status of the
task
will be listed
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… To Leave
a
Comment on
a
Task
:…
How
to Copy
A
link to
a
Comment
How
do
I
edit or delete
a
task
?
Learn
how
to edit, delete, and restore tasks and notes…
How
To Edit
a
Task
…
How
to delete
a
Task
How
do
I
add
or remove participants
from
a
conversation?
Adding and removing participants
from
a
conversation… To
Add
a
participant… Solution Overview: Start by visiting
a
conversation Click on +
Add
in the sidebar (If you
How
do
I
create
a
task
for
a
specific customer?
Create
a
task
for
a
specific customer…
How
to create
a
task
for
a
specific customer… Next, select your Deadline (must be
a
future date),
how
often you would like this
task
to repeat,
add
