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Linking task to features

Linking task to features

December 20, 2020

Task can be linked to any important features in CRM to keep track of your work and assign important actions to your agents.

Go to Tasks menu item from the main admin menu and on the top right button click New Task

On the Related to field select where this task will be linked.

After you select the feature where the task will be linked on the right side a dropdown will be shown to select specific eq. project.

Tasks can be related to many features in CRM.

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