Advice and answers from the Endear Team

Search results for:who can delete a task

How do I edit or delete a task?

Learn how to edit, delete, and restore tasks and notes… repeats, teammate assignment, tags, You can delete a task so long as you are an admin or the creator… How to delete a Task

How do I create a task for a specific customer?

Create a task for a specific customer… How to create a task for a specific customer… How to delete a task

How do I edit or delete a comment?

Edit or delete a comment on a task… Applies to: All (Users, Managers, & Admins) If you've created a comment on a task, you can also edit… How to edit or delete a task comment

How do I complete a task?

Learn to complete a task and see which tasks are still pending… a task as complete or when a task isn't completed by the due date, the status of the task will be listed… How do I mark a task as complete from the task list?

How do I create a task?

Organize and prioritize your work with Tasks… When a task is done, users can mark a task as complete… To Create a Task from Home page

How do I delete a sale?

Delete a sale… To Delete a Sale:… Applies To: Admins From time to time you may want to delete a sale, for example if it is ineligible

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… To Leave a Comment on a Task:… When a user comments on a task, the creator will be notified by email

How do I adjust who can access a Contact Method

Adjust who you'd like to view or send from certain contact methods… Contact Methods Choose your preferred contact method Click on Edit under Access Choose a… Choose a Team, Person, or Role 6. Adjust the ability to Send or View

What task activity are users notified about?

Associates can choose what task activity to get notified about… Applies to: All (Users, Managers, & Admins) Associates have the option to choose which task activity… Their options are: Here is a sample email notification: Still Need Help?

How do I delete a Story?

Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can delete it from… How to delete a Story… Restore a Story