Pathway: Customer > Search > Accounts
Tasks can be added to a customer’s account for any reason requiring followup. The Task tool allows for any user to create and assign tasks to themselves and others as well as view tasks assigned to other departments or other users.
Add a Task
Right-click on the calendar date the task applies.
Select Add Task from the popup that displays.
From the Add Task popup editor, complete all necessary fields.
Do not enter completion notes, or select the Complete check box until AFTER the task is complete.
Select Save when finished.
Add a Timestamped Note to a Task
Add a note to any task by selecting the green '+' icon. Upon save, a record of the user and date/time they added the note is recorded.
Task Field Descriptions
Field | Description |
|---|---|
Type | Indicates what the task is about. |
Assigned To | Option to assign the task to another user. Tasks assigned to another user will display in the task list for the assignee and assignor. Users will receive a notification when a task has been assigned to them. |
Priority | Indicates the level of priority the task has been given. Options include: Low, Medium and High. |
Due Date | Indicates the date by which the task should be completed. |
Repeat | Option to set the task up on a recurring schedule. If this is a one-time task, leave ‘None’ selected. |
Note | Additional space to add internal notes regarding the task. |
Completion Note | Option to add any completion notes upon completion of the task. |
Complete | Select the Complete check box only after the task is complete. Completed tasks are archived for 30 days and are accessible by selecting the Task icon and filtering the screen on ‘Show Closed’. |
Green '+' Icon | Select to add an additional note to the task. |
Locations Tasks Display
Tasks will display in the following locations until the task has been marked as complete.
1. Under the Tasks Column in the Home Screen
2. In the Tasks Icon
3. In the Pending Section of the Account
