Tasks

How to Create Tasks
There are two areas where you can create a task.  Within the Task tab Within a contact record Within the Task Tab On the left navigation, click Ta...
Thu, Mar 19, 2020 at 11:10 AM
How to Edit Tasks
There are two areas where you can edit a task.  Within the Task tab Within a contact record Within the Task Tab On the left navigation, click Task...
Thu, Mar 19, 2020 at 11:10 AM
How to Delete Tasks
NOTE: This process cannot be undone!  There are two areas where you can delete a task.  Within the Task tab Within a contact record Within the T...
Thu, Mar 19, 2020 at 11:11 AM
How to Mark Tasks as Complete
There are two areas where you can mark tasks as complete. Within the Task tab Within a contact record Within the Task Tab On the left navigation, ...
Thu, Mar 19, 2020 at 11:11 AM
How to Create Recurring Tasks
NOTE: Recurring tasks auto generate a task 2 days prior to its due date. They are also included in your daily task summary email.  Recurring Tasks remin...
Thu, Mar 19, 2020 at 11:11 AM