thankQ Help
Actions can be found on various different modules in thankQ. If you need to remind yourself to follow up on a task set an Action.
Actions can be assigned to other users.
If a thankQ user’s login is setup, their Actions can be synchronised to Outlook and the reminder prompts displayed in Outlook. The thankQ Administrator can setup this feature.
The Contact’s Actions can be found under the Communication module.
1.Click the Actions tab under the Contact’s Communication module
2.Click on the + to add an Action
3.Click the New button on the menu bar. The new action will be assigned a unique ID, which is shown in the Action Reference field.
4.Select a Category from the drop down
5.Enter a Subject for the Action
6.Enter a Narrative
7.Select Due Date, Start Date, Priority
Category |
category assigned to the task |
Subject |
summary of the task |
Due Date |
expected date of completion for the task. This field will default to today’s date. |
Start Date |
expected start date for the task. This field will default to today’s date. |
Status |
status of the task e.g. not started, deferred, waiting on someone, completed, in progress |
Priority |
priority of the action e.g. urgent, high, normal, low |
% Complete |
a percentage figure of the progress of the task |
Narrative |
more information on the task |
