Tasks - FAQs and Troubleshooting
Why are some tasks different colours? The different colours represent the priority level which you have assigned to that task. Magenta is high pr...
Mon, 18 Jan, 2021 at 2:57 AM
Tasks are now shown in order of date and time that the task is due. Anything overdue shown in red, anything due today shown in orange and any tasks due...
Mon, 18 Jan, 2021 at 3:00 AM
How do I delete an individual task? 1. Click on the task you wish to delete: 2. The edit box will appear, select delete and confi...
Mon, 18 Jan, 2021 at 3:01 AM
At this time we do not have the ability to restore a deleted task. If you require a restriction to be placed on using the Delete button when insid...
Mon, 18 Jan, 2021 at 3:02 AM
Yes - if a contact that has been deleted and there were tasks associated to their deleted contact record, when the contact is restored then the tasks wi...
Mon, 18 Jan, 2021 at 3:02 AM
1. Go to tasks section within your account. 2. Here you can see all tasks listed. 3. To see the completed tasks within specific folders ...
Mon, 18 Jan, 2021 at 3:03 AM
If you have created a task and you have assigned the task to a colleague then the task will be shown inside your 'Assigned' task folder - that is i...
Mon, 18 Jan, 2021 at 3:04 AM
If you can please contact our Support Desk with details of the expired user and their user name and email address that was linked to their user profile we c...
Mon, 18 Jan, 2021 at 3:07 AM
This is because the task field has not been completed - this must be completed in order that the task be created, please see the example below: Onc...
Mon, 18 Jan, 2021 at 3:08 AM
The issue described above would occur if you are working in organisation mode and wanting to set a task to someone who is not the default contact for that ...
Wed, 20 Jan, 2021 at 2:46 AM