In the Tasks area of the Dashboard, here you can see all assigned tasks for your customers. These tasks can be used for many customer related objectives. You could use this utility for reminders of a customer's sign up/club membership anniversary, a reminder to contact them for special offers, a task to change a product on a certain day or a reminder to refer to an order on a specific day.

Managing Tasks: Get more info on what tasks do and how to manage them. Learn More >

Search For Tasks: Learn about searching for tasks. Learn More >

Add/Create New Task: About adding a new task. Learn More >

Managing Tasks

If a task is overdue, the assigned admin who is responsible for this task will be emailed every morning notifying them of this task. If there are multiple tasks overdue, a list of tasks will be in the notification email to the assignee. In the Tasks area you can add a task and assign it to a specific contact with a specific due date. They will appear red in the admin panel task list if they are overdue.

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Searching For Tasks

You can also search for specific tasks that have been assigned either to yourself or other admin users.

Here you can choose the specific date parameters for your search and whether or not the task has been completed. You can also filter the search based on what the task is related to. If you leave the "Related To" field blank, it will search to include all tasks in your date range with or without a related to option.

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Add/Creating New Tasks

The Tasks area in the Dashboard will not likely be the main location where you create tasks but if you want to create a task in this area you will see a window like this below.

Due Date*

The date the task is scheduled to be due. Tasks that are overdue will display in red inside the Tasks tab.

Assign to* This drop down menu provides the option to choose which admin user the task is going to be assigned to. An employee needs to have an Admin Panel account to be eligible to have tasks assigned to them. For more information on creating new admin users, please visit the Admin Users documentation.
Related To* The subject that the task is based on.
Connected To* Here you can assign this task to be connected to a specific customer. This allows you to know who you may be reaching out to with respect to the task.

This is the subject of the note. We recommend that this be somewhat descriptive of the actual note.


This is where you'll put in the detailed information about the task itself.

Send Email Notification 

Checking this allows admin users to setup a task reminder email that will be sent once a day to the individual's email address that is assigned the task until the task is marked as being completed. This email will also include an attachment in the form of an Excel spreadsheet that list all of the outstanding tasks the individual has been assigned to.

Email To Based on who you picked for the Assign To field, it should auto populate their email address. You can also edit/override this field with a different email address. Once it's reached the due date, it will send an email to this email address every day until the task is complete.
Is Complete  This will close the task as complete if you check this box. You can uncheck it box any time you'd like to open it back up.

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