CMS - How To: Add Task Feedback

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:18 PM by Glennise Pretorius

Feedback on Tasks

Feedback on Tasks is really important to keep all parties involved and in the loop regarding tasks. This is done by adding feedback in the task updates text box. Attachments can be added by clicking on the paperclip icon.

Important: You are not able to remove or replace an attachment loaded on a Task. There is no undo function. Please ensure that you upload the correct documentation otherwise you will need to create a new task.

When ready click on the dropdown arrow next to the Send Notification option, and a dropdown will appear that lists all related parties to the Task: including the Assignee, Contact, and person who created the task.

By clicking on the relevant parties there will be a tick next to each user's name this will indicate that this user will receive this notification once the submit button is clicked.

Once feedback is submitted this action will be added to the feedback thread which is displayed at the bottom of the task card.

Alternatively, this feedback thread is also available on the tasks page to the far right next to the paperclip icon.

Note: All functions can be done on a Community Level by Navigating to the house Icon

Select from the dropdown list the relevant community you would like to create a task in and navigate to the Manage> Task Page.