Tasks

Conquer the "crazy busy" with tasks.

Tasks - HD
Tasks are activities that need to be completed. They are assigned to a user in your database and can be associated with a constituent. A task summary is sh...
Thu, 23 Jun, 2022 at 8:16 AM
View Tasks - HD
View a summary of all tasks or your assigned tasks on the Tasks tile of the dashboard. Search, filter, and export tasks in the Active Tasks list. Create a r...
Thu, 23 Jun, 2022 at 8:16 AM
Create, Edit, and Complete Tasks - HD
Tasks are to-do items for your organization. They must be assigned to a user in your organization and can be associated with a constituent. Create a Task ...
Thu, 23 Jun, 2022 at 8:17 AM
Channel and Purpose - HD
Interactions and tasks use channels and purposes to record how and why an action was done. Emails and letters use purposes to record why the communication w...
Thu, 13 Jan, 2022 at 10:52 AM