How To Create A Task
How To Create A Task
How To Create Task in Jwero Chats
1. Task
2. What Is Task?
3. Log in To Jwero Chats
4. Click on the task icon to create a task.
5. For New User Task Has Been Divided Into Three Category
6. Pending Task Display That Task is in Pending Status
7. In Progress Task Display That Task is In Progress Status
8. Completed task Display Task That Have Been Completed
9. You Can Create New Status (Category) According To Your Work Flow
10. Click On Add New Status To Create New
11. Give Status Title And Select Colour
12. Confirm Status Addition
13. You Can See New Status Have Been Created
14. To Add New Task Click At "Create Task"
15. Give Task Title That Explain Purpose
16. Save New Task Title To Proceed Ahead
17. Open Status Dropdown
18. Access and select Status Options
19. Select Priority of task
20. Assign Task To Team Members
21. You Can Assign Task to Multiple Team Member
22. Save To Proceed Ahead
23. Select Contact for Whom Task Have Been Created
24. Choose Contact Profile
25. Save To Proceed Ahead
26. Set Task Due Date
27. Choose Due Date Duration
28. Save Due Date To Proceed Ahead
29. Set Task Reminder
30. Select Reminder Date and Duration
31. Save Reminder
32. You Can Create and give Label To Task
33. Search for Label
34. Select Existing Label
35. Save Label To Proceed Ahead
36. Add Task Description
37. Attach File to Task
38. If You Want You Can Add Note to Task
39. You Will receive Popup To Add Note
40. Select Note Title
41. Give Note Description
42. Give Note Attachment
43. Add Note To Save Details
44. You Can See Note Have Been Added
45. For editing and deleting the note, click on this icon
46. You Can Track Activity With Activity Tab
47. Track All Activity Related To Task
48. Save Task Changes
49. Click to Complete Task Setup
50. The task has been successfully created.