Name: SURPLUS SYSTEMS TASK
Uploaded: 2023-12-09
Description: SURPLUS SYSTEMS TASK

charlie brown

SURPLUS SYSTEMS TASK

Click on "Tasks
Title*
Description
Assign to
Not assigned
Due date*
Cancel
Save"

Click on "Tasks
×
Tasks
Title*
Description
Assign to
Not assigned
Due date*
Cancel"

Click on "Task List
New Task
Contact
Assignee
Status
Open options
All
Sort By
Open options
Due Date (Desc)
Nam…"

Click on "Clear all Filters
Contact
Assignee1
Status
Open options
All
All
Pending
Completed
Sort By
Open optio…"

Managing Tasks in Cirqueplace Systems

Introduction to tasks

Creating a tasks

Assigning Tasks

Viewing tasks

Tracking Task Status

Accessing Tasks From Contact Profile

The video demonstrates how to create and manage tasks in the Cirqueplace Systems software. It covers creating a task from the conversation screen, assigning tasks, choosing a due date, tracking task status, and the three places you can see tasks: Dashboard home, under tasks, and under the contact profile. It concludes with the functionality to create a new task for a contact, such as James, and concludes with how it looks when a task is assigned.