In this article we will go over how to view task that have been assigned to a client in the CRM tab.


Here is a video on how to view task that have been assigned to a client in the CRM tab. 

Coming Soon


Here are step by step instructions on how to view task that have been assigned to a client in the CRM tab. 


 1 - Click the CRM tab and the CRM link


2 - Locate the customer that you want to look up a task for under the Search Bar.


3 - Click on the Task icon.


4 - All of the Task that have been created for client will appear under the Task icon.


5 - You can see the Type of task


6 - You can see the Due Date of the task


7 - You can see the Details for the task


8 - You can see if the Task has been Completed or Still Need To Do.


9 - You can Edit the Task.  You can adjust any of the details of the Task under the Edit icon.


10 - You can add a Note to the Task.


11 - You can Delete the Task.


You have now learned how to view task that have been assigned to a client in the CRM tab.