Task Screen Overview

Task Screen Overview




Navigation Bar

Tasks will show up on the Navigation Bar along the primary menu. A small reddish oval with the number of tasks due will a appear when any are present. Clicking on the Tasks link on the navigation will bring up the tasks page. 


The Task Screen will display a list of customers, the tasks related to those customers, the scheduled date, the employee the task is assigned to, and the type of task it is. 


These tasks can be filtered down by clicking on the name links of employees responsible for the tasks.

Alternatively they can also be filtered by the type of tasks pending. 




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