Advice and answers from the Endear Team

Search results for:how do i create a task for a specific segment

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 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

How do I create a task?

Organize and prioritize your work with Tasks… Applies to: All (Users, Managers, & Admins) Create a task for yourself or another member of your… 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 create a Campaign

Learn step-by-step how to create a Campaign… How do I build a Campaign?… Ideal messages to create a campaign are for: client birthdays, thank you notes (after purchases), reconnecting

How do I create a Story?

Learn how to create engaging and clickable content with Stories… for their customers to engage with and shop from, then they will want to learn how to create a Story… Applies to: All (Users, Managers, & Admins) If a user wants to create a custom product selection

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 select items for a Story?

Add the products you want to a Story… For more information: How to filter items How to search for products How do I add… How do I create a Story? Still Need Help?