Manage Tasks

Find or edit a Task

Clicking the "Show more Tasks..." link will show tasks through the end of the month. Keep clicking to add another week/month! 

  1. Select Home > Tasks.

  2. Enter a keyword or short phrase into the Search for tasks by title or description field to search for the task. 

    You can also search for tasks using the:

    Advanced Search button: Search by title or description, task linked to, date range, or you can hide completed tasks to show incomplete tasks. Then click Search. To view completed tasks, set  your filters and ensure the Hide completed tasks checkbox is unchecked.

    Show tasks for others button: In order to find tasks assigned to a specific user, select the user from the drop-down menu, then click Administer.

  1. Use the Customer drop-down menu to filter your tasks based on the Customer Account the task is associated with.

  2. Select the Task from the list.

  3. Click Save. 


Change Task status

  1. Find or Create a task.

  2. Select the user who the task will be assigned to using the Assign this Task To drop-down menu.

  1. Click Save.

Assign a Task to another user

  1. Find or Create a task.

  2. Select the user who the task will be assigned to from the Assign this Task To drop-down menu.

    Only users with the Administer All permission under administer tasks can assign, create, or edit tasks for other users.

  3. Click Save.

View Task History

The Task History on the task details page tracks the changes to the task. Any time a user modifies any of the fields, a new entry is added to the Task History. All entries include the date, time, nature of the change, and who  made the change.

  1. Select Home > Tasks.

  2. Find the task you want to view the history for in the task pane.

  3. Click on the View History icon to the right of the task for the history to be displayed.