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      1. Help Center
      2. Notes & Tasks
      • Home
        • Users
        • Locations
        • Customers
        • Conversations
        • Lookbooks
        • Tasks
      • Customers
        • Creating and Assigning Customers
        • Organizing, Filtering & Searching for Customers
      • Messaging
        • Writing & Sending Messages
        • Adding Recipients to Messages
        • Inbox Management
        • Templates
        • Message Notification & Alerts
        • Drafts
      • Creative
        • Building Lookbooks
        • Sharing Lookbooks
        • Navigating the Products Page
        • Editing Lookbooks
        • Navigating the Lookbooks Page
      • Notes & Tasks
        • Creating Tasks
        • Task Management
      • Insights
        • Managing Reports
        • Sales Over Time Report
        • Messages Sent Over Time Report
      • Settings & Admin
        • Setting up your account & billing
        • Setting up Messaging
        • Users, Roles & Permissions
        • Integrations (Advanced)
      • Getting to Know Endear
      • Referral Program

      Notes & Tasks

      Learn how to add notes to customers and assign tasks to your team

      Creating Tasks

      • How do I create a task?
      • How do I set a task's due date?
      • How do I create a task for a specific customer?
      • How do I create a task for a specific segment?
      • How do I assign multiple associates to a task?
      • Who can delete a task?
      • How do I edit or delete a task?
      See more

      Task Management

      • How do I filter my tasks?
      • How do I comment on a task?
      • How do I edit or delete a comment?
      • How do I mark a task as complete?
      • How do I know if a task has been completed?
      • How do I change my notification settings?
      • What happens if a task does not get completed in time?
      • How are associates notified of tasks? What are they notified about?
      See more
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