Helloclient knowledge base
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.
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:
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
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