Concursive ConcourseSuite CRM Help

How to Create a List of Tasks

1. Login to your ConcourseSuite site.
2. Click on the “Help Desk" tab.
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3. Select View.
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4. Click on the blue action icon to the left of the ticket that you wish to add the list of tasks to.
5. Select View Details.
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6. Click the Tasks tab.
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7. Select Add Task.
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8. Create a description of the task in the "Description" field. Enter any other pertinent information.
9. Click Save.
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10. Click the blue action icon next to the task to perform actions on it.
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