Task Console

The Task Console enables you to create and view all Tasks from one central point in the system, then filter them in a number of ways.

Use the following steps to access the Task Console.

1.        From the menu, click CRM, then select Tasks.

2.       The Task Console screen displays. 

Tasks will appear in red text where they are overdue.

Task Icons

Each Task will display one or more of the following five icons:

     Edit icon

      Delete icon, to delete a Task.  Completed tasks cannot be deleted.

      Note icon, which only displays if there is a note entered on a Task.

    Attachment icon, which only if an attachment has been added to the Task.

   Task expansion icon, click on this icon to expand the Task to view the Note text.

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