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how do i assign multiple associates to a task
How do I
assign
multiple
associates
to a
task
?
Assign
as many
associates
as you want to a
task
… To
Assign
Multiple
Users to a
Task
:… You can
assign
associates
either when you are creating a
task
or later on after it's been created
What
task
activity are users notified about?
Associates
can choose what
task
activity to get notified about… Applies to: All (Users, Managers, & Admins)
Associates
have the option to choose which
task
activity
How are
associates
notified of tasks?
Learn how
associates
can view their assigned tasks… Applies To: All (Users, Managers, & Admins)
Associates
are notified of tasks when a
task
is assigned
How do I
assign
& un-
assign
users to customers?
Assign
others to customers in Endear… You can
assign
& un-
assign
users to customers as the staff changes… How to
assign
more than one customer at a time
How do I add a new
task
from Home?
To add a new
task
from the Home page simply click the Create a
task
card to begin Create your
task
… How do I create a
task
? How do I create a
task
for a specific segment?… How are
associates
notified of tasks? How do I mark a
task
as complete?
How to create a
task
Create
tasks for yourself or
team members to track important activities and set deadlines with automated notifications and reminders… You can
assign
the same
task
to
multiple
people, and each assigned staff will receive email notifications… Quick Action: Create a
task
Customers > Tasks > Add a
task
2
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?… of the
task
list You'll see the button turn green If you forget to mark a
task
as complete
How do I create a
task
for a specific customer?
Create a
task
for a specific customer… Click on the Customer who you want to leave the
task
on 2. Click on
Task
3… another teammate to be assigned to the
task
and any tags associated with this
task
. 5
How do I message
multiple
customers?
How to bulk message
multiple
customers
Can I belong to
multiple
Teams?
If you are an Administrator, you can
assign
a user to
multiple
Teams… All (Users, Managers, & Admins) Yes, in some cases it may make sense for a user to belong to
multiple
