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Advice and answers from the Endear Team
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how do i edit or delete a 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
do
I
edit
or
delete
a
comment?
Edit
or
delete
a
comment on
a
task
…
How
to
edit
or
delete
a
task
comment… Applies to: All (Users, Managers, & Admins) If you've created
a
comment on
a
task
, you can also
edit
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… You can also
edit
,
delete
or
copy
a
link to the comment you've left previously… To Leave
a
Comment on
a
Task
:
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
adjust access
or
delete
a
report?
Control which members of your team can view certain reports
or
remove reports entirely…
How
to
delete
a
report…
How
to change
a
report's user access
How
do
I
delete
a
sale?
Delete
a
sale… To
Delete
a
Sale:… Applies To: Admins From time to time you may want to
delete
a
sale, for example if it is ineligible
How
do
I
delete
a
Story?
Remove old
or
unwanted Stories from your lists and searches…
How
to
delete
a
Story… Applies to: All (Users, Managers, & Admins) When you need to remove
a
story, you can
delete
it from
How
do
I
create
a
task
?
Organize and prioritize your work with
Tasks
… To start creating
a
task
, click "Create
a
Task
" from Quick Actions on the homepage,
or
go to Customers… Applies to: All (Users, Managers, & Admins) Create
a
task
for yourself
or
another member of your
How
do
I
Cancel
or
Delete
an Appointment?
Learn
how
to cancel
or
delete
an appointment in Endear… Click on the Appointment You Want to Cancel/
Delete
4. Click on Cancel 5… Click on the Appointment You Want to Cancel/
Delete
4. Click on Cancel 5
How
do
I
edit
a
service?
Learn
how
to
edit
the different services your team provides during appointments… Select the Service that you want to
edit
/modify 5. Click
Edit
to Modify Accent Color 6… Click on the Appointment Instructions text box to
edit
10. Click on Duration to
edit
11