thankQ Help
An Action should be sent to the person that has been assigned the Enquiry.
1.Click Actions.
2.Click the + on right.
3.Select a Category from the drop down.
4.Enter a Subject for the Action.
5.Enter a Narrative.
6.Select Due Date, Start Date and Priority.
7.Click OK.
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 of how much of the task has been completed. |
Narrative |
More information on the task. |
