Helloclient knowledge base
Tasks
Plan things for the week or set reminders
How to assig a task
HelloClient an inbuilt task manager. You can plan your employees activities for the upcoming week or leave yourself a memo not to miss an important call. Task manager is great instrument for controlling and managing the work processes in a form of a simple list.
HelloClient an inbuilt task manager. You can plan your employees activities for the upcoming week or leave yourself a memo not to miss an important call. Task manager is great instrument for controlling and managing the work processes in a form of a simple list.
The task can be linked to a Client, Ticket or Goods in the Inventory.
The task is added as a separate button within the client's account, ticket or goods:
The task is added as a separate button within the client's account, ticket or goods:
After you add a task, it will be visible both in the General task table and inside the card.
Also, if the notifications in your browser are on, the employee will be notified of task expiration
Also, if the notifications in your browser are on, the employee will be notified of task expiration
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