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Tasklist (8)
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Tasklist
Add, Assign, Update, Download Report
Analytics in Task listÂ
Update – The Tasklist Analytics or task count will be shown in the List view Use case – View analytics on tasks and obtain a
Contact details are displayed on the task detail page
Update – Tasks will now display contact information linked to any task Use case – Easier to view and communicate with the contact. Process  Â
Send Past Due Tasks as notification
Admin can notify their agents of all the tasks due on the current date. Slide the toggle bar to enable this notification for agents. The
Task sync up from Insuredmine to HawkSoft as Suspense
Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs. Â To view the enhancement:
How to create a new task while marking a task as done?
If you want to create a new task based on the contact details of the existing task that you’re marking as done, you can do
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.
