Skip to main content
SecurityTrax

How to Manage Customer Tasks

To view/edit a task on a customer record

  1. While on a customer record click Notes & Tasks.
  2. Scroll down to the Tasks section.
  3. In the Tasks section, Click on the Edit icon Pencil Edit Icon - No background.png on the row of the desired task.
  4. In the Edit Task window, update the desired fields.
  5. 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. In the Add Task window, fill out the desired fields.
  3. 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

  • Was this article helpful?