Tasks can be accessed by ...

A) Selecting the Task icon from the Top Navigation bar 

B) Task section on dashboard, customer view, contact view, order view, etc. 

C) Tasks under Communications section of Settings

Creating a New Task

Step    Action

  1.      Select {New} under Task

          A New Task modal window will open.

  2.      Complete the fields.

Task Entry Field
Enter task details.
Due Date
Select Due Date using calendar.
Assigned To
Default set based on user. Tasks can also be assigned to another user using the Assigned To drop-down.

Note: When one user assigns a task to the another user, the individual who assigned the task will be notified when it has been completed with an alert. To view tasks assigned to another user, select {Settings} and then select {Tasks} under Communications.
Switch default set to No. If switch set to Yes, the Task has been completed.
Related To

Select Related To option from the drop-down.


A modal window will open based on selection.


Check box to left-hand side of item to be added as association. Select {Add}. A message will appear to right of {Related To} button confirming the association.


  3.      Select {Save}. A results window will pop up to indicate the task saved successfully.

Editing a Task

Step    Action

  1.      Hover mouse over the name of task to be edited. A pencil icon will appear on the 

           right-hand side of the name. Select the pencil icon. A modal Edit Task window 

           will open.

  2.      Make required changes.

  3.      Select {Save}. A results window will pop up to indicate the task has been 

           successfully saved. 

Deleting a Task

Step    Action  

  1.      Select entries under Tasks to be deleted by checking boxes on the left-hand side.

           All entries can be deleted by checking box to left of {New} under Tasks.  

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.      Select {OK} to delete selected items. A results window will pop-up to indicate

           the selected tasks have been deleted.