Overview

  1. "To-Do" Tasks inbox shows only shows tasks for today or prior. Tasks which are behind will show in red
  2. "Completed" Tasks inbox shows all tasks you have marked as Complete
  3. If you have tasks to complete for today or prior, you will show a red tasks icon indicator at the bottom right of the app (see below for more info)
  4. If you set a task at a date in the future, it will show only if you check the "Show Scheduled" checkbox
  5. You can set a pop-up notification reminder date and time for a task. When that time arrives, you will get a pop-up in the bottom-right of the app.
  6. You can use the "Groups" feature to create a group of users to assign tasks to. See which the group members have marked the task as complete.
  7. "Folder Needs Invoiced" are system generated tasks that show Folders which need to be re-invoiced. It has it's own inbox and will show only for the Sales and Service Resources on the Folder by default (unless a user toggles on the Subscribe to all at the top)

 

To Create Task Categories, go to Setup > Customer Messaging & Tasks > Task Categories

Creating a New Task from the Message Center

From the Tasks section, click New 

Fill out your task information and click Save.

User the Reminder checkbox & Date/Time to set a pop-up notification reminder date and time for a task. When that time arrives, you will get a pop-up in the bottom-right of the app.

 

The task will show in the grid on the left

Note: if you create the task for a future date, you will need to check the box for "Show Scheduled"

Completing a Task

You can mark a task complete at the bottom of the task or by right-clicking over the left grid and selecting "Mark Complete"

Setting up Task Categories

New Task Categories can be managed under Setup / Folder / Task Categories

Bottom Right Indicators

You will see four separate indicators for when you have new Messages / Internal Messages / Tasks / Announcements.

Below shows an example of a user who has all four:

 

Task Indicators 

Bottom right indicator for a new task: 

 

Tasks for Folders

Create a Task for a Folder, either from the Message Center or by clicking the new blue Tasks button on the Folder button bar.

 

If a Folder has an open task, a red tasks icon indicator will show at the bottom-left with the count.

 

Tasks will be recorded in the Notes tab under the category of "New Task". Once a task has been marked as Complete, a new "Task Complete" note will be created.

 

 

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