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Create a Task Queue in the CRM

Create a new task queue named 'Productivity' in the CRM, selecting 'Public' access to allow collaboration, and view your organized tasks efficiently in the management interface.

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·9 Schritte·93 Aufrufe·Veröffentlicht

Create a new task queue named 'Productivity' in the CRM, selecting 'Public' access to allow collaboration, and view your organized tasks efficiently in the management interface.

Step-by-step Guide9 Schritte

  1. Click the CRM link

    Clicking the CRM link will navigate you to the Customer Relationship Management section, where you can manage customer interactions and data.

    Click the CRM link
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  2. Click the Tasks link

    After clicking, you'll access the Tasks section where you can view, manage, and create tasks related to your projects and interactions.

    Click the Tasks link
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  3. Click the Manage queues option

    This action will direct you to the management interface for task queues, allowing you to view, edit, and organize the various queues associated with your tasks.

    Click the Manage queues option
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  4. Click the Create task queue button

    This action will initiate the process of creating a new task queue, allowing you to define its parameters and settings.

    Click the Create task queue button
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  5. Click here to create a new queue

    Clicking this will prompt you to enter a name for the new task queue and select the access type.

    Click here to create a new queue
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  6. Type 'Productivity' in Task Queue Name

    Enter 'Productivity' in the Task queue name field to define the name for your new task queue. This will help you organize and manage tasks efficiently under this specific category.

    Type 'Productivity' in Task Queue Name
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  7. Click the Select a queue access type

    Choose the appropriate access type for the queue you are creating. This selection will determine how users can interact with this queue.

    Click the Select a queue access type
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  8. Click the Public access type button

    Selecting 'Public' allows all users in the queue to access the task queue. This makes the queue visible to everyone, facilitating collaboration.

    Click the Public access type button
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  9. Click the Save button

    This action confirms the creation of the new task queue named 'Productivity' and stores the selected access type as 'Public'. You will now see the updated queue in your task management interface.

    Click the Save button
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