Create a task
Choose New task, link the customer and write a specific action. Set the owner, due date, priority and type, then save. Tag colleagues when they need context; the named owner remains responsible. My tasks includes owned and tagged work. Authorised managers can use Team tasks. Filter by date, title, status, priority or type; check pagination when searching.Update the work
Open the task’s Actions. Use To do, In progress, Completed or Archived / incorrectly detected as appropriate. Waiting is offered while a task is already waiting. Archiving removes active follow-up without counting it as completed; To do reopens it. Add an optional Completion note when marking work complete. It appears in the customer’s Activity.Tasks from calls
When a call summary is ready, ArcSolar creates action-item tasks for the customer’s assigned rep. Review those before creating duplicates.- To do is work for the rep.
- Await customer: … stays in Waiting until the customer acts.
- Review timing is an internal reminder, not a customer-agreed appointment.