How to Manage Customer Tasks

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To view the list of customer tasks

While on a customer record click Notes & Tasks.
1. Note: The list of tasks can be sorted by various columns (the usual arrow cursor changes to the hand cursor when a sortable column is hovered over with the mouse). Click once on the column name and the Up-Arrow icon appears to indicate that the list is now in ascending order. Click a second time and the Down-Arrow icon appears to indicate that the list is in descending order.

To edit a customer task

Scroll to the Tasks section.
Click the on the row of the desired task.
In the Edit Task window, update the desired fields.
Click Save.

To view all completed tasks on a customer record

In the Tasks section, scroll down to the Completed section.
In the Completed section, click on the Expand icon .

To add a task

In the Tasks section, click Add.
Click Add to create a new task.
If Task Templates have been previously created, you'll be presented with a selection of template options in the Select a Task Template page. Make your selection and click Start.
- Note: To learn more about creating task templates, click How To Manage Task Templates. If you don't want to use one of the template choices, click Skip.
In the Add Task page, make sure all required fields are completed, and any additional pertinent fields (i.e., Due and Time).
Click Save.

To delete a task

While on the Task page, click Delete in the lower left of the page.
A confirmation message will appear. To confirm, click Delete.

To apply a tag to a task

In the Tasks section, click the Apply Tag icon on the row of the desired task.
In the Apply Tag window, search for the desired tag.
Click on the desired tag.
Close the Apply Tag window.

To remove a tag from a task

In the Tasks section, click the Apply Tag icon on the row of the desired task.
In the Apply Tag window, search for the desired tag.
Click on the desired tag.
Close the Apply Tag window.

To create a new task tag

In the Tasks section, click the Apply Tag icon on the row of the desired task.
In the Apply Tag window, click on Create New Tag.
Name the tag.
Click the Checkbox icon .

Note: This is a quick add feature that does not allow you to fully customize the tag. To fully customize the tag have an administrator edit the tag in the administration section