InsuredMine CRM | Optimize and Grow Your Insurance Agency

tasklist

Analytics in Task list 

Update – The Tasklist Analytics or task count will be shown in the List view  Use case – View analytics on tasks and obtain a

My Task List: Dashbaord

My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or

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