Customers
Open Tasks
Tasks for this customer that aren't done yet.
Where and How
Open Tasks
Customers › Customers › Customer › Tasks
Tasks for this customer that aren't done yet.
What It Does
Lists each task with its due date and who has it.
What It Changes
Ticking a task marks it done for everyone.
How to Use
- Type a quick task and press Enter.
- Tick one when it's done.
- Open Tasks for more detail.
From the same help as the card in the app.