Click the "Search tasks..." field to search for an existing task.

Click the "Due Date..." field to search for all tasks due by that date.

Click "Show Completed?" if you want to see completed tasks.

Click the ed trash icon to delete a task.

Click the "Subject" field to give your task a subject.

Click the "Description" field to add the task details.

Click "Due Date" field to add in the date you want the task to be due by.

Click the "Status" dropdown to add if it has been started or completed etc.

Not Started
In Progress
Deferred
Completed

Click the "Assignee" dropdown to assign a staff member to the task.

None...
Abomnes, Charmaine
Ahmad, Shahzad
API, Testing
Ardern-Corris, Roman
Bithell, Lauren
Bithell, Lauren
CES, Michael
Chalouah, Adel
Connolly, Andy
Counihan, Jonathan
Dale, Jon
Dickson, Jon
Dickson, Jon
Digital, HOP
Firth, Caitlin
Gardiner, Hana
Goodwin, Heidi
Goodwin, Heidi
Gyorgy, Angela
Hannah, Kaleigh-Anne
Harbridge, Melissa
Hill-Pickett, Danielle
HOP, Help
Hopkins, Bronwyn
Hospitality, Large
Htng, Hop
James, Marzena
Keighley, Dominic
Koston, Jakub
Lawrence, Daniel
McCurry, Alex
Meehan, Josh
Mohanty, Kalpana
Myatt, Jake
Nkwocha, Philip
Ociepa, Sebastian
Onboarding, Hop
OneEPOS, Point
Prescot, Amber-Lee
Rani, Bindhu
Resdgers, Carly
Samara, Indie
Sawer, Peter
Sheikh, Suman
Shetty, Jithesh
Smith, Sharon
Software, Hop
test, Premier software
Test, Tevalis
Tweedie, Ronald
User, App
Warburton, Katie
Warburton, Katie
Williams, Dale
Williams, Dale
Williams, Hayley

Click "Event" if you want to link the task to an Event.

Click "Individual" if you want to link this task to an Individual/Guest.

Click "Company" if you want to link the task to a company.

Click the "Show on Dashboard" checkbox if you want this task to show up on the CRM Dashboard.

Click the "Campaign" dropdown if you want to link this task to an existing campaign.

None
Daily
Weekly
Monthly
Yearly
Fortnightly

Select the "Set Reminder" dropdown and choose one of the options.

If you choose "On a Date", add in a reminder date and time.

Click the "Repeat Reminder" dropdown and choose one of the options.

If you select the "X Days before Due Date" option.

Click "Reminder Days before Due Date" and add in a number of days before due date you would like to be reminded.

Click "Offline Campaign" if you want to link the task to a pre-set offline campaign.

Click "Notes" if you want to add any extra notes.

Click the "Add Attachments" box if you want to attach files from your computer.

Hopsoftware

This guide offers a comprehensive overview of how to efficiently manage tasks within the Hop application, covering everything from searching for existing tasks to adding new ones with detailed attributes. By following these steps, users can streamline their task management process, ensuring they stay organized and on top of deadlines. The guide also highlights features like linking tasks to events, individuals, or campaigns, making it a valuable resource for enhancing productivity and collaboration. Overall, this guide is essential for anyone looking to maximize their task management capabilities in Hop.

Tasks - Manage