How to Create a Task Reminder

Add a New Task

 1- Locate the "Tasks" tab under your LionDesk menu

2- Click on "New Task"

3- The Add New Task window will appear and you can then add the information for you new task

4- When you are finished, click “Save New Task”

5- You will see the new task appear in your lists of tasks


Add a New Task Directly on the Calendar

1- Locate the "Calendar" tab under your LionDesk menu

2- Click on the day you want the task on

3- A window will open up

3- Fill in the Description of the task/reminder you are adding, “When” and how you want to be reminded, and who is the customer assigned to that task.

4- When you are done just click “Save New Task”.

5- The new task will appear automatically on your calendar.

If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email, and LiveChat Mon-Fri 7am - 5pm PT



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