Tasks Dashboard - New Task Button
Questions / Support Articles related to the New Task button
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 14 STEPS 1. To create a task r...
Thu, Apr 15, 2021 at 2:24 PM
Please see the below article, Step 13, to learn how to add an email address or addresses to a task. Link to Article Applicable User Seat Types ...
Wed, Apr 21, 2021 at 10:32 AM
Please see the below article, Step 5, to learn how to assign a task to someone else. Link to Article Applicable User Seat Types Admin Galaxy Bo...
Wed, Apr 21, 2021 at 10:35 AM
Please see the below article, Step 4, to learn what the Priority Slider does on a task. Link to Article
Wed, Apr 21, 2021 at 11:19 AM
The timezone for the task is the timezone the Ricochet360 account was set up for. On the lead pop-up - the timezone is listed under the Time selection fo...
Wed, Apr 21, 2021 at 11:22 AM
Please see the below article, Step 10, to learn what the checkbox for the popup does on a task. Link to Article Applicable User Seat Types Admin ...
Wed, Apr 21, 2021 at 11:24 AM
Please see the below article, Step 11, to learn what the checkbox for Mail does on a task. Link to Article Applicable User Seat Types Admin Gala...
Wed, Apr 21, 2021 at 11:25 AM