Tasks

Your 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 XSellerate 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.