Create Tasks
Zeyad Gaballa
Last Update één jaar geleden
This article will help you create a task.
First: Go to Tasks Module.
Choose “Add a new task.”
Creating a new task will include the following
- The seller's Name
- Choose one of your users to assign the follow-up to
- Select one of the modules “Seller Leads - Transaction - Deposition “
- Then choose the start and end date for this task
- Finally, choose if you want to have an email/notification reminder before the task with a specific time
To track your tasks you have two ways to view them
- Calendar View:
You can see either all your tasks - Overdue or The Upcoming Tasks. Also, you can choose to see the Monthly, Weekly, or daily tasks
- List View:
The second way to view your tasks is the List View
Those can be filtered by clicking filter by date.
