Tasks

How do I assign a Task?
A task can be assigned to any users when creating a new task, Management Portal, CRM>Tasks> + New task, fill out the task details and save.   A task...
Mon, 25 Apr, 2022 at 8:29 AM
How do I complete a Task?
To complete a task, Management Portal, CRM>Tasks>Edit>Complete Task
Mon, 25 Apr, 2022 at 8:27 AM
How do I create a Task?
To create a task, Management Portal, CRM>Tasks> + New Task, fill out the task details and save.
Mon, 25 Apr, 2022 at 8:26 AM
How do I delete a Task?
To delete a task in your Management Portal dashboard, CRM>Tasks>Checkbox next to job you would like to delete>Select Action>Delete.
Mon, 25 Apr, 2022 at 8:28 AM
How do I edit a Task?
To edit a task, Management Portal, CRM>Tasks>Edit. Make changes >Save.
Mon, 25 Apr, 2022 at 8:26 AM
What are Tasks?
Tasks are work that you need to do, such as calling your clients, sending quotes, etc. Tasks are for internal portal users only.
Mon, 25 Apr, 2022 at 8:22 AM
What is the difference between Jobs and Tasks
Jobs are work involving your client, such as inspections. Tasks are work that you, as the user, need to do such as schedule inspections or calling your clie...
Mon, 25 Apr, 2022 at 8:23 AM
Where do I find Tasks in the App?
Tasks are not available in the app as they are for internal use by portal users only.
Mon, 25 Apr, 2022 at 8:25 AM
Where do I find Tasks in the Management Portal?
You will find the Tasks in the CRM section in your Management Portal > Tasks.
Mon, 25 Apr, 2022 at 8:24 AM