This video will demo:
- Assigning tasks to yourself or other users
- Editing the task after creation
- Finding your assigned tasks through task notifications
- Setting the status of your task
Task notifications are also used to alert users of mail orders that need to be shipped. To learn how to use that feature, view our help doc - Mail Orders - Full Demo.
NOTE: CRM tasks will only show in the task tab on the date the task is due or overdue.