Alexa Best Small and Medium Business CRM Software - ConvergeHub

Task Details

The details of a task can be viewed by clicking on the desired task on the Task Listing page.
ConvergeHub

  • You can bookmark the task by clicking on ConvergeHub
  • You can edit the task by clicking on the ConvergeHub link.
  • You can navigate away to the previous page by clicking on ConvergeHub.
  • You can add notes to the task by clicking on ConvergeHub .
  • You can select the Action drop down menu to Copy and Edit the respective task.
    ConvergeHub
  • The General tab displays information such as Task Name, Status, Task Priority, Assigned To, Related To, Start Date, Due Date, Created By and Last Modified By. You can add a reminder to the task if required by clicking on ConvergeHub option.

    Please note – You can do inline edit of the fields as per your requirement by clicking on ConvergeHub and discard editing by clicking on ConvergeHub.

  • The Tags display the tags added to the Task.
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