Difference between revisions of "Task Groups"

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(Created page with "For Contact•View users, Task Groups define which group new tasks should be assigned. For example, the Housing Team may exclusively handle Housing related enquiries: File:...")
 
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Latest revision as of 14:51, 30 April 2018

For Contact•View users, Task Groups define which group new tasks should be assigned. For example, the Housing Team may exclusively handle Housing related enquiries:

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Clicking a Group name displays the contents of the group:

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Click a name in either the 'In group' or 'Not in group' lists to move the user to the other category. Click Update to finish.