InsuredMine | Optimize and Grow Your Insurance Agency

Tasklist

Add, Assign, Update, Download Report

Task Templates

In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task

Tasklist

In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach

Create Tasks

You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.