Todo task items

You can add ToDo Tasks by opening the Todo Task Manager which opens by clicking the light blue vertical bar on the right hand side of the chat client software's User Interface.

ToDo Tasks can be assigned to other chat operators on the account, files can be upoaded to each ToDo Task and reminders sent via Email. More on the TodoTask Manager here and here.

In this topic:

  Overview

  Elements

Overview

There are hundreds of TodoTask managers avaiable on the internet. Most of them even free of charge. The idea behind the Promptchat ToDoTask manager is that it is simpe and since the chat software is always running on the computer, chat operators do not have to go into a separate application to set a ToDo Task for themselves or colleagues on the account.

You can add ToDo Tasks by opening the Todo Task Manager which opens by clicking the light blue vertical bar on the right hand side of the chat client software's User Interface.

ToDo Tasks can be assigned to other chat operators on the account, files can be upoaded to each ToDo Task and reminders sent via Email. More on the TodoTask Manager here and here.

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Elements

The following elements make up the ToDo Task Manager;

Date text box

Here, you can enter the due by date for the task you are creating.

Data combo

1st pick the date for which you need the task done by.

Todo text box

Enter a title for the task.

Notes text box

Enter notes for the task you are creating.

Owner text box

Pick the Owner for this task.

Owner combo

Use the drop down menu for picking the owner.

Note: Only a valid operator on the account can be assigned as owner of a task.

Responsible text box

Pick the operator who wil be responsible for the next step of the task.

Responsible combo

Use the drop down menu for choosing the operator responsible for the task.

Project text box

You can assign a Todo Task as a part of a project. If there is no project for the task, 1st create a new project.

Project combo

You can create a new project by folowing the instructions here.

Status text box

Pick the status of the task.

Status combo

Use the drop down menu for assigning a status for the task.

File list

You can upload files related to each task. Simply upload these files to the task and all operators will be able to download and view these files.

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