Ricochet360 Support

Tasks Dashboard - New Task Button 7

• Can I create a task for just myself and not a lead record?
• Can I add an email to send to others about a task?
• Can I assign a task to someone else?
• What does the Priority slider do on a task?
• What timezone is this task set for?

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Tasks Dashboard - Task Filters 5

• Can I search for tasks based on the name on the task?
• Can I filter tasks by due date?
• Can I filter for tasks that are past due?
• Can I filter the tasks by Branch?
• Can I filter the tasks by Teams?

Tasks Dashboard - Task Columns 4

• Can I sort my task page by Due Date?
• Can I sort my task page by Priority?
• Can I filter my task page by User?
• Can I filter my task page by Status?

Tasks Dashboard - Actions Column 6

• How can I delete a task?
• How can I edit a task?
• How can I view the task details?
• How can I view the lead details associated to the task?
• How can I call the lead from the task page?

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