Tasks

An overview of tasks regarding the Customer account is on the "Tasks" tab. Tasks on the Customer account are grouped according to task types that are created in Loyalty & Administration application. Each type has its own widget.

On the widget, there is information about Task ID, Summary of the task, Task status, Due date, and Assignee - the user that is responsible for the task.

Tasks overview

To see all tasks of one type, click on the "Tasks overview" at each widget.

An overview of all tasks will appear. At each task, there is information about Task ID, Summary of the task, Due date, Assignee, Task status, Priority of the task, Creation date, User that created the task, Date of last update, User that updated the task, and Number of comments.

Creating tasks

Learn how to create a task here.

Edit the task

Click on the edit icon.

Continue to Edit the task section to learn how to edit the task.

Adding a comment to the task

Learn how to add a comment to the task here.