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Navigating the Lookbooks Page
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Help Center
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?
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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?
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