To set up a task list, you must
-
create the list
-
edit it to add the tasks that you want include
During the configuration process, you can link the list to members, contacts or people with specific price plans.

Number |
Description |
1 |
The CRM link in the side menu |
2 |
The link to the Tasks Lists section |
To view the existing task lists
-
If the side menu is not visible, click
.
-
In the side menu, click CRM, then click Task Lists.

To add a new task list
-
If the side menu is not visible, click
.
-
In the side menu, click CRM, then click Task Lists.
-
Click Add task list.
-
Complete the required fields (see the table below for a description of each option).
-
Click Save.

Option |
Description |
Name |
Enter a name for the task list |
Location |
If you manage more than one space from your Nexudus Spaces account, select from the drop-down list the location of the space that is going to use the task list |
Active |
Select Yes or No |
Auto assign |
The options available are:
|
To edit a task list
-
If the side menu is not visible, click
.
-
In the side menu, click CRM, then click Task Lists.
-
In the list of task lists, click the name of the one to edit.
-
Make the necessary changes (see the table above).
-
Click Save changes.

To delete a task list
-
If the side menu is not visible, click
.
-
In the side menu, click CRM, then click Task Lists.
-
At the end of the task list you want to delete, click
. A pop-out menu is displayed.
-
Click Delete.

To add a task to a task list
-
If the side menu is not visible, click
.
-
In the side menu, click CRM, then click Task Lists.
-
In the list of task lists, click the name of the one to edit.
-
In the Tasks section of the task list, click Add task and fill in the relevant fields.
-
Click Save.

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