Skip to main content
English
English
English
English
Advice and answers from the Endear Team
Search for articles...
Search results for:
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
… Admins can
assign
any user
to
a
task
. You can
assign
as many users as you want
to
a
task
…
To
Assign
Multiple
Users
to
a
Task
:
How
do
I
assign
& un-
assign
users
to
customers?
Assign
others
to
customers in Endear… Table of Contents
How
to
edit assignments on one customer
How
to
assign
more than one customer…
How
to
assign
more than one customer at
a
time
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
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… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat
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
to
Copy
A
link
to
a
Comment… Applies
to
: All (Users, Managers, & Admins) Leave
a
comment on
a
task
to
let your team members know
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… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!
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 Create your
task
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
to
create
a
task
Create tasks for yourself or team members
to
track important activities and set deadlines with automated notifications and reminders… Here's
how
to
create
a
task
: Navigate
to
Customers > Tasks or use the Quick Action from the Home… You can
assign
the same
task
to
multiple
people, and each assigned staff will receive email notifications
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…
How
to
delete
a
task
