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How to Manage Customer Tasks

To view the list of customer tasks

  1. 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 Screen Shot 2019-03-13 at 4.36.01 PM.png appears to indicate that the list is now in ascending order. Click a second time and the Down-Arrow icon Screen Shot 2019-03-13 at 4.45.35 PM.png appears to indicate that the list is in descending order.

To edit a customer task

  1. Scroll to the Tasks section.
  2. Click the Edit icon Pencil Edit Icon - No background.png on the row of the desired task.
  3. In the Edit Task window, update the desired fields.
  4. Click Save.

To view the entire task description in the task list

  1. Click on the More icon More Icon.png on the row of the desired task.

Note: The More icon will only appear if the entire task description is not visible in the task list.

To view all completed tasks on a customer record

  1. In the Tasks section, scroll down to the Completed section.
  2. In the Completed section, click on the Expand icon expand.png .

To add a task

  1. In the Tasks section, click Add.
  2. Click  Add to create a new task.
  3. 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.
  4. In the Add Task page, make sure all required fields are completed, and any additional pertinent fields (i.e., Due and Time).
  5. Click Save.

To delete a task

  1. In the Tasks section, click the Delete icon Delete Trash Can Icon - No background.png on the row of the desired task.
  2. Click Delete.

To apply a tag to a task

  1. In the Tasks section, click the Apply Tag icon tag_icon.png on the row of the desired task.
  2. In the Apply Tag window, search for the desired tag.
  3. Click on the desired tag.
  4. Close the Apply Tag window.

To remove a tag from a task

  1. In the Tasks section, click the Apply Tag icon tag_icon.png on the row of the desired task.
  2. In the Apply Tag window, search for the desired tag.
  3. Click on the desired tag.
  4. Close the Apply Tag window.

To create a new task tag

  1. In the Tasks section, click the Apply Tag icon tag_icon.png on the row of the desired task.
  2. In the Apply Tag window, click on Create New Tag.
  3. Name the tag.
  4. Click the Checkbox icon Inline Edit Save.png.

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

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