Go to Endear
English
;
English
Go to Endear
English
;
English
Advice and answers from the Endear Team
Search results for:
tasks
How do I filter my
tasks
?
Filter your
tasks
… How to Filter Your
Tasks
:… Solution Overview From the Notes &
Tasks
module, you can filter the results by Tags or Deadline
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
Which
tasks
will I see on my Home page?
Managing your
tasks
in Endear… Applies To: All (Users, Managers, & Admins) The
Tasks
card on your Home page will display both
tasks
… We show your upcoming
tasks
(due in 7 days) and any overdue
tasks
(have not been completed in past 7
How do I create a
task
?
Organize and prioritize your work with
Tasks
… To Create a Task from the
Tasks
Module:… Set
Tasks
To Recur Daily, Weekly, Monthly, or Yearly
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 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?… What happens if a
task does not
get completed in time?
How do I change which notifications I receive?
Change notifications for Messaging,
Tasks
, and Customers in the Notifications Settings page… Applies to: All (Users, Managers & Admins) Endear provides notifications for Messaging,
Tasks
, and
How do I create a
task for a
specific customer?
Create a
task for a
specific customer… Click on
Tasks
from the Activity Bar to view other
tasks
Step 1.Click View Task, click on the Actions… How to create a
task for a
specific customer
How do I add a new
task from
Home?
Begin creating your task For more information: Which
tasks
will I see on my Home page?… How are associates notified of
tasks
? How do I mark a task as complete?
How do
task
notifications work?
Select whether you want your notifications related to
tasks
on (green) or off (grey), and on which devices