Search Knowledge Base Articles

How do I send task email or sms reminders to a customer?

Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard.
Highlight the task you want to send a reminder for by clicking on the task from this screen.
Click the gear icon on the right side of the highlighted line item.
Select the type of reminder you wish to send. (email or sms to customer or salesperson)
Reminder will send immediately when you select the desired option.

What Should I Name My Task?

You can use the task name as a simple reminder of what the task is about. Some customers use this fi...
Is adding a customer to a task required?

No, you do not. You would want to connect a customer to a task that is part of your workflow for the...
Creating your 1st Task

Navigate to the task menu by selecting the “task” button from the left-side menu on your...
How do I set or adjust task reminders?

From the dashboard navigate to the settings menu by clicking on the “settings” tab on t...
How do I add a new type of task?

Navigate to the task menu by selecting the “task” button from the left-side menu on your...