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Advice and answers from the Endear Team
Search results for:
notes tasks
How do I edit or delete a
task
?
Learn how to edit, delete, and restore
tasks
and
notes
… How to View and Restore Deleted
Tasks
(only admins and creators can restore deleted
tasks
)… You can also bulk delete
notes
&
tasks
, and restore them any time
How do I filter my
tasks
?
Filter your
tasks
… Solution Overview From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline… From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline: Tag: Filter your
How do I create a
task
?
Organize and prioritize your work with
Tasks
… Solution Overview Visit the
Notes
&
Tasks
module of your account Click Create Task… Click
Notes
&
Tasks
from the left menu Step 2
How does the search bar work?
You can search everything within the following categories: Customers,
Notes
&
Tasks
, Messages, Conversations
How do I merge customers?
This includes
notes
,
tasks
, orders, profile fields, contact methods, conversations, assigned users
How to move a Customer's information to another Profile
It will move all of the information except
notes
and
tasks
. Solutions Overview 1
What is the difference between Admin, Manager, and User?
They can switch between locations, create
tasks
and segments for different locations and users, and assign… Mobile Number Password Create Stories and add images and assets Create
notes
… Mobile Number Password Create Stories and add images and assets Create
notes
How do
task
notifications work?
Select whether you want your notifications related to
tasks
on (green) or off (grey), and on which devices
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… Solution Overview: Visit the
note or
task you
want to comment on Write your comment in the… Click on the
note or
task you
want to comment on Step 2
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