Tasks

XSellerate also provides a sleek task manager you can use to keep track of the tasks you must complete.

To access your task manager, click Tasks in the main toolbar.
To create a new task, hover over Tasks in the main toolbar and click New Task.
1. In the task creation screen, type a Subject for your task.
2. Fill out a Due Date and check the box to indicate that This task has been completed if you're simply recording your task history.
3. Skip the Delegate to a related XSite User section as it does not apply to standalone XSellerate.
4. Finally, type a Description for your task and click Save.
To delete an existing task, click the link for the task's name and then click Delete in the task editing window.
To flag an existing task as complete, click the link for the tasks's name, mark the This task has been completed box, and click Save.
To search for a specific task, type a search phrase into the Search Tasks pane on the left and click Search.