Ashley DeBon: Created page with "== View task details == === What is View task details? === Each task row on '''Tasks''' shows the key follow-up information so you can act quickly in the field. === How..."

2026-07-21T05:46:37Z

Created page with "== View task details == === What is View task details? === Each task row on '''Tasks''' shows the key follow-up information so you can act quickly in the field. === How..."

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== View task details ==

=== What is View task details? ===

Each task row on '''[[Tasks]]''' shows the key follow-up information so you can act quickly in the field.

=== How to navigate ===

'''[[Tasks]]''' → scroll the task list
Tap a task/account when you need full account options.

=== Using View task details ===

# Open Tasks.
# Review each card/row for:
#* Linked account / company name
#* Follow-up date and time
#* Task type
#* Priority
#* Notes (when present)
#* Completion status
# Use Mark complete, Edit, Delete, or Add to Route from the row actions.

=== Features include ===

* '''Account name''' – Linked company/contact for the follow-up.
* '''Date / time''' – When the follow-up is scheduled.
* '''Task type''' – Call, Visit, Email, or your company’s types.
* '''Priority''' – Priority level for the task.
* '''Notes''' – Extra context for the follow-up.
* '''Status''' – Complete or not complete.
* '''Row actions''' – Complete, edit, delete, add to route.

<div style="clear: both;"></div>

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View task details - Revision history

Ashley DeBon: Created page with "== View task details == === What is View task details? === Each task row on '''Tasks''' shows the key follow-up information so you can act quickly in the field. === How..."