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🎬 June 2018 Client Webinar: Task Manger

Some takeaways:

  • Review use cases for Task Manager
  • Demo creating a task, adding priority level, associate to, due date, assign to, custom tags, and documents (02:15)
  • Differentiate tabs for My Tasks and Team Activity (04:45)
  • Add comments (06:40)
  • Search options (07:33)
  • View Task Manager within CRM (08:23)
  • Explanation of notification bell (10:08)
  • Q&A (11:35)
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