Adding Tasks

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You can add tasks from the CRM section of the Admin Panel.

Tasks are only visible in the location where you add them.

Log in to dashboard.nexudus.com if you aren't already.
Click CRM > Tasks.
Click Add task.
Name the Task.
Select your Location.
Select a Customer.
Add Notes to provide details on the task.
Select an admin to be Responsible for the task.
Select a Due on date for the task.
If you want the admin responsible for the task to receive a reminder when the task becomes due, enable the Notify responsible by email toggle.
Click the Save Changes button.

The new task appears under the All pending tasks tab.

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