Careview | Tasks | Knowledge Base

Tasks
Mark a Task as Complete
Use the following steps to mark a Task as complete. 1. From the menu, click CRM, then select Tasks. 2. The Task Console screen displays. 3. Tick to select the check box and click Action and select Set as Complete. 4. The following prompt displays. ...
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. Task Console Overview From the menu, click CRM, then select Tasks. The Task Console screen displays. Tasks will ...

Tasks