To navigate to the Task Page click on the checklist link in the upper right hand corner to the right of the Location name, or type "Tasks" in the Global Search box.
The first step is to create a new task by clicking "+ New Task.".
The second step is to select an already existing task, or create a new custom one.
Next you will need to assign the task to an employee.
If the task involves one of your customers, you can also attach the customer in the task as well for reference.
Here is an example of an open task list where you can see all open tasks assigned to you or created by you. If an employee has any tasks assigned to them, they will see this on the top menu bar next to their name. If they click on the number, it will open up their task list.
Every time a task is created or updated, an e-mail notification is sent to the person assigned to the task.
If an employee's task assigned includes a customer, their open tasks show up on the customer's profile page. You can also create a task from the customer screen by clicking the Tasks drop down button. This will take you to the New Task form and automatically populates their account info for you.
