The Tasks & Events feature located under the Schedule tab in your account is a great tool to manage your tasks and to delegate and visualize tasks assigned to other team members.
Table of contents:
- Prerequisites
- What is the Tasks & Events feature?
- How can I create a new task?
- How can I filter the scheduled tasks?
To start, make sure you have the following:
What is the Tasks & Events feature?
This feature will allow you to organize the day-to-day operations of your credit repair business.
How can I create a new task?
- Log in to your Credit Repair Cloud account.
- Click on Schedule.
- Click on Task & Events View.
- Click on + Add New Task.
- Select the Task Type.
The options are:
* General
* Billing
* Send Invoice
* Follow Up
* Appointment
* Event
* Other - Enter a Subject for the task.
- Select a Due Date and Time.
- Select a Client.
Who is this task for? Search for your client’s name here.
This is an optional field since you may need to create tasks for your team or other general tasks. - Assign a task to a Team Member.
- Add Notes as needed.
- Click on Save.
How can I filter the scheduled tasks?
There are four different views for your tasks and events:
- Day View
- Week View
- Month View
- List View (Tasks & Events)
While exploring the scheduled tasks using the list view, you can filter tasks by team member and/or due date.
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