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Tasks

View or edit your own personal prioritized set of today's, in-progress, or overdue tasks. 

To view the list of tasks

  1. While on the Homescreen Dashboard, click Tasks in the left menu.
  2. By default, a list of Overdue, Due Today, In Progress, and Recently Completed tasks will be displayed in Priority order (High, Med, Low).
    • 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 task

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

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 delete a task

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

 

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