Manage Tasks

Updated on 29 Mar 2023
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The Tasks section allows users to set up task reminders for the admin users on a customer-by-customer basis within the Admin Panel. Tasks can be placed on a contact, an order, or a product via their respective tasks tab. A daily reminder email can be enabled for a job so that notifications will go out to the admin user assigned to the job. Positions remain open until they are manually marked off as being completed.

Below is a list of the properties that are editable/viewable for a customer's tasks:

Due Date*	The Date the task is scheduled to be due. Overdue jobs will display in red inside the Tasks tab.
Assign To*	This drop-down menu allows the option to choose which admin user the task will be assigned. Employees must have an Admin Panel account to be eligible for assigned tasks. Please visit the Admin Users documentation for more information on creating new admin users.
Subject*	This is the subject of the note. We recommend that this be somewhat descriptive of the actual message.
Comments	This is where you'll input detailed information about the task itself.
Send Email Notification	Checking this allows admin users to set up a task reminder email that will be sent once a day to the individual's email address that is assigned the task until the task is marked as being completed. This email will also include an attachment in the form of an Excel spreadsheet that lists all the outstanding tasks the individual has been assigned.
*Email To	Based on who you picked for the Assign To field, it should auto-populate their email address. You can also edit/override this field with a different email address. Once it's reached the due date, it will email this email daily until the task is complete.
Is Complete	This will close the task as complete if you check this box. You can uncheck the package whenever you want to open it back up.

You can only send the task notification email to a single recipient.

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