Managing task lists
How to manage task lists.
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How to manage task lists.
Last updated
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To set up a task list, you must:
create the list
edit it to add the tasks that you want include
During the configuration process, you can link the list to members, contacts or people with specific price plans.
Number
Description
1
The CRM link in the side menu
2
The link to the Tasks Lists section
In the side menu, click CRM, then click Task Lists.
In the side menu, click CRM, then click Task Lists.
Click Add task list.
Complete the required fields (see the table below for a description of each option).
Click Save.
Option
Description
Name
Enter a name for the task list
Location
If you manage more than one space from your Nexudus Spaces account, select from the drop-down list the location of the space that is going to use the task list
Active
Select Yes or No
Auto assign
The options available are:
Automatically add the tasks in this list to new contacts
Automatically add the tasks in this list to new members
Automatically add the tasks in this list to customers cancelling contracts
Add tasks only to customers in these plans (select on the drop-down list)
In the side menu, click CRM, then click Task Lists.
In the list of task lists, click the name of the one to edit.
Make the necessary changes (see the table above).
Click Save changes.
There is also a Delete button at the bottom of the task list editing page.
In the side menu, click CRM, then click Task Lists.
Click Delete.
In the side menu, click CRM, then click Task Lists.
In the list of task lists, click the name of the one to edit.
In the Tasks section, select a task from the drop-down list.
Click Save changes.
If the side menu is not visible, click .
If the side menu is not visible, click .
If the side menu is not visible, click .
If the side menu is not visible, click .
At the end of the task list you want to delete, click. A pop-out menu is displayed.
If the side menu is not visible, click .
