How to Add and Use Tasks in the Connect Now Mobile App Follow
Tasks are a feature that allows agents to set reminders to do things. You can set Tasks from both the Home Page and from inside a Contact.
To set a Task from the Home Page, click on the Plus Sign icon in the Tasks section. Enter the information for your task (title is required) and click "create." Your newly created task will now appear on the Home Page (if current) or in the "future" drop-down in the Task Management interface, accessible from the "list" button right next to the "add tasks" button.
To add a Task to a Contact, open the Contact record and select the Task Plus Sign. Select the type and due date for your task (default is today's date), and click "create."
If it's due today, your task will now appear both in the Contact Record and on the Home Page Task List.
This video will walk you through how to use Tasks in the Connect Now mobile app.
Please sign in to leave a comment.