Learn how to use the Task Manager to stay focused on the task at hand. The Tasks section allows you to add/edit/delete specific tasks for yourself or other team members on your account. Also, stay organized and sync your Calendar with Google Calendar or Outlook.
There are various areas to create tasks within your account for yourself and other Team Members on the account. There are 3 areas you can access Tasks. 1. Within a Contact File [img src="https://r...
To manage your tasks and other users tasks in your account go to the Tasks section under Manage in the side navigation. [img src="https://resoftwaresupport.kayako.com/base/media/url/z3Hh9xlMjWyzb3Pr5...
Below are the steps to create an appointment on your Calendar 1. Go into the Calendar from the manage drop down in the side navigation [img src="https://resoftwaresupport.kayako.com/base/media/u...
Calendar- Linking your Calendar to Google or Outlook You are now able to sync your Calendar with Google Calendar or Outlook. **Outlook syncs once every hour. **Google syncs 1-2 times per day 1. ...