Creating and managing task lists

• 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.

The link to the Tasks Lists section 

 

To view the existing task lists

1. If the side menu is not visible, click .

2. In the side menu, click CRM, then click Task Lists.

Viewing the list of task lists 

 

To add a new task list

1. If the side menu is not visible, click .

2. In the side menu, click CRM, then click Task Lists.

3. Click Add task list.

4. Complete the required fields (see the table below for a description of each option).

5. Click Save.

Adding a new task list 

 

1. If the side menu is not visible, click .

2. In the side menu, click CRM, then click Task Lists.

3. In the list of task lists, click the name of the one to edit.

4. Make the necessary changes (see the table above).

5. Click Save changes.

Editing task lists

 

To delete a task list

1. If the side menu is not visible, click .

2. In the side menu, click CRM, then click Task Lists.

3. At the end of the task list you want to delete, click. A pop-out menu is displayed.

4. Click Delete.

Deleting a task list

 

    There is also a Delete button at the bottom of the task list editing page. 

To add a task to a task list

1. If the side menu is not visible, click .

2. In the side menu, click CRM, then click Task Lists.

3. In the list of task lists, click the name of the one to edit.

4. In the Tasks section, select a task from the drop-down list.

5. Click Save changes.

Adding a task to a task list