Tasks (New Web) - Revision history

Ashley DeBon at 11:29, 23 July 2026

2026-07-23T11:29:26Z

Ashley DeBon: /* Edit a Task */

2026-07-23T11:19:18Z

‎Edit a Task

Ashley DeBon: /* Add a Task */

2026-07-23T11:18:20Z

‎Add a Task

Ashley DeBon: /* Add a Task */

2026-07-23T11:15:50Z

‎Add a Task

Ashley DeBon: /* View Tasks */

2026-07-23T11:11:04Z

‎View Tasks

Ashley DeBon: /* Tasks */

2026-07-23T11:09:37Z

‎Tasks

Ashley DeBon: /* Edit a Task */

2026-07-23T09:41:10Z

‎Edit a Task

Ashley DeBon: /* Add a Task */

2026-07-23T09:41:00Z

‎Add a Task

Ashley DeBon at 09:40, 23 July 2026

2026-07-23T09:40:35Z

Ashley DeBon at 09:40, 23 July 2026

2026-07-23T09:40:03Z

@@ Line 169: / Line 169: @@
 == Filter Tasks ==
-[[File:TaskFilter.png|250px|thumb|right|Task Filter]]
+[[File:TaskFilter.png|350px|thumb|right|Task Filter]]
 # Click the '''Filter''' button.
@@ Line 185: / Line 185: @@
 {| style="border:0;"
-| [[File:NewAddTask.png|300px|thumb|Click the Add Task (plus) icon]]
+| [[File:NewAddTask.png|350px|thumb|Click the Add Task (plus) icon]]
-| [[File:NewAddTaskView.png|300px|thumb|right|Add Task]]
+| [[File:NewAddTaskView.png|350px|thumb|right|Add Task]]
 |}
@@ Line 213: / Line 213: @@
 {| style="border:0;"
-| [[File:NewEditTask.png|300px|thumb|Click the Edit Task (pencil) icon]]
+| [[File:NewEditTask.png|350px|thumb|Click the Edit Task (pencil) icon]]
-| [[File:NewEditTaskView.png|300px|thumb|right|Edit Task]]
+| [[File:NewEditTaskView.png|350px|thumb|right|Edit Task]]
 |}
@@ Line 228: / Line 228: @@
 == Complete or reopen a Task ==
-[[File:CompleteTask.png|250px|thumb|right|Task status]]
+[[File:CompleteTask.png|350px|thumb|right|Task status]]
 '''Purpose:''' Mark a task finished, or set it back to not completed.
@@ Line 243: / Line 243: @@
 == Delete a Task (managers) ==
-[[File:DeleteTask.png|250px|thumb|right|Delete Task]]
+[[File:DeleteTask.png|350px|thumb|right|Delete Task]]
 '''Purpose:''' Remove a task from the company list.
@@ Line 258: / Line 258: @@
 == Notes ==
-[[File:TaskNotes.png|250px|thumb|right|Task notes]]
+[[File:TaskNotes.png|350px|thumb|right|Task notes]]
 # Click the notes (eye) icon to view/edit the task’s main notes.
@@ Line 275: / Line 275: @@
 == Task Actions (bulk) ==
-[[File:TaskActions.png|250px|thumb|right|Task Actions]]
+[[File:TaskActions.png|350px|thumb|right|Task Actions]]
 '''Purpose:''' Apply one action to selected tasks or all tasks in the current search.

@@ Line 207: / Line 207: @@
 == Edit a Task ==
-[[File:NewEditTask.png|250px|thumb|right|Edit Task]]
+Update an existing task’s details.
-'''Purpose:''' Update an existing task’s details.
+<div style="float:right; margin:0 0 1em 1em;">
-'''Address:''' <code>/followups/edit_task/&lt;id&gt;/</code>
+{| style="border:0;"
 === Steps ===

@@ Line 178: / Line 178: @@
 == Add a Task ==
 <div style="float:right; margin:0 0 1em 1em;">
@@ Line 188: / Line 191: @@
 </div>
 === Steps ===

@@ Line 178: / Line 178: @@
 == Add a Task ==
-[[File:NewAddTask.png|250px|thumb|right|Add Task]]
 '''Purpose:''' Schedule a new follow-up so it appears on the Tasks list (and related Task Board when used).

@@ Line 159: / Line 159: @@
 == View Tasks ==
-[[File:TasksList.png|250px|thumb|right|Tasks list]]
+[[File:Tasks.png|350px|thumb|right|Tasks list]]
 # Open '''Tasks''' (<code>/followups/</code>).

@@ Line 9: / Line 9: @@
 Use this screen to manage your company’s '''tasks''' (also called follow-ups).
 Tasks are scheduled work items tied to an account — call back, visit, send info, and similar follow-up work.
 '''Navigation:''' '''Report Icon Hover''' &rarr;'''Tasks'''
@@ Line 25: / Line 26: @@
 * Export tasks when results are available
 <div style="clear:both;"></div>

← Older revision		Revision as of 09:40, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Tasks (New ~~web~~)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Tasks (New Web)]]

	= Tasks =		= Tasks =