Tasks Tutorial

This tutorial explains where you can access the Tasks app from different areas of servis.ai (main menu, left navigation, and the right-hand menu), how tasks can be linked to records and viewed from a record’s Tasks tab, what details a task can include (description, source record, due date, time, reminder, type, assignee, templates, notes, and attachments), and the main actions you can take on tasks such as editing, completing, or deleting them.