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Accessing Tasks

Overview: 
Accessing Tasks lets you view and manage all your assigned or created tasks in one place. This helps you stay organized, track progress, set priorities, and ensure timely completion of work.

Follow these steps to access tasks:

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 2: This module helps you create, assign, and track to-dos and follow-ups, keeping your team organized and ensuring important actions are completed on time.
Step 2: This module helps you create, assign, and track to-dos and follow-ups, keeping your team organized and ensuring important actions are completed on time.

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