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Advice and answers from the Endear Team
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how do i comment on a task
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
:… Applies to: All (Users, Managers, & Admins) Leave
a
comment
on
a
task
to let your team members know
How
do
I
edit or delete
a
comment
?
Edit or delete
a
comment
on
a
task
… Applies to: All (Users, Managers, & Admins) If you've created
a
comment
on
a
task
, you can also edit…
How
to edit or delete
a
task
comment
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
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
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…
How
to create
a
task
for
a
specific customer
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?…
How
are associates notified of tasks?
How
do
I
mark
a
task
as complete?
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
… You can assign associates either when you are creating
a
task
or later
on
after it's been created
How
to create
a
task
Create
tasks
for yourself or team members to track important activities and set deadlines with automated notifications and reminders… Quick Action: Create
a
task
Customers > Tasks > Add
a
task
2… Here's
how
to create
a
task
: Navigate to Customers > Tasks or use the Quick Action from the Home
What are message statuses and
how
do
I
change them?
How
do
I
change
a
message's status?… Click
on
Inbox, then click
on
the conversation whose status you want to update. 2… when you still need take action
on
any messaging threads with customers
How
do
I
duplicate
a
Story?
Use an existing Story as
a
starting point for
a
new one…
How
do
I
add sections to
a
Story?
How
to move and duplicate products in
a
Story?… For more information:
How
do
I
add items to
a
Story?
