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Advice and answers from the Endear Team
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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
What
tasks
will I see on my Home page?
Managing your
tasks
in Endear…
tasks
you created and
tasks
that have been assigned to you… We show your upcoming
tasks
that are due in 7 days and any overdue
tasks
that have not been completed
How do I create a
task
?
Organize and prioritize your work with
Tasks
… Endear will notify the users of the
tasks
they have been assigned and send a reminder at the time it…
Tasks
can also be set to repeat at regular intervals by clicking Repeat
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 Comments & Mentions, Messages, Appointments,
Tasks
, and Customers in the Notifications Settings page… Managers & Admins) Endear provides notifications for Comments & Mentions, Messages, Appointments,
Tasks
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?
simply click the Create a task card to begin Create your task For more information: Which
tasks
… How are associates notified of
tasks
? How do I mark a task as complete?
Intro to Home
Create a
task
card… This is helpful in everyday
tasks
such as identifying who to contact with any issues or questions…
Tasks
can be scheduled so you can easily keep track of your day-to-day activities
