Managing tasks
How to manage tasks
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How to manage tasks
Last updated
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Once you have added a task it can be added to a task list or a member account or simply viewed in the list of tasks.
If the side menu is not visible, click .
You can also add a task to a member account (Operations > Members & Contacts > (select member) > CRM > Tasks)
Click Add task.
Complete the required fields (see the table below for a description of each option).
Click Save.
Option
Description
Customer
Select the customer that the task relates to
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 see the task
Task description
Enter a description of the task
Due date
Select a due date for the task
Notes
A free form box to add useful notes
This task has been completed
The options are Yes and No
Responsible
The options available are:
Select the person responsible for the task from the drop-down list
Notify the responsible by email when the task is due (select Yes or No)
In the list of tasks, 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 editing page.
Click Delete.
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 you want to delete, click. A pop-out menu is displayed.