Overview of Tasks

With task functionality, you can add tasks to records you are working on.

In addition, you can add standalone tasks that are not related to specific records. By keeping track of all tasks in B2C Service, you can monitor everything you must do from a single location, all but eliminating the possibility of forgetting a critical task. You can add tasks from the file menu or the Tasks tab on records. By familiarizing yourself with the standard workspace for tasks, you will know how to add and edit tasks during your workday.