How to Set Help Text in Tasks

Article author
Learning Center Mekari
  • Updated

Now in Mekari Qontak CRM there is a Help Text feature which is a short guide to help make it easier for users in the process of creating or editing Tasks data formats. Here are the steps.

  1. Log in to your CRM account then select the "Properties" menu.
  2. Then select the "Tasks" tab.
  3. Next, on the following page, click "Create New property".
  4. Then select the “Add help text” toggle and enter the information or guidance you want to include. You can write up to a maximum of 135 characters. Then click "Save".
  5. The help text that has been created will be displayed under the following column when you create Tasks.
  6. You can also add Help text to an existing column without creating a new one by directly clicking "Edit" on the column where the Help text will be added.

That is how to set the Help text in Tasks. Also learn how to open, edit and delete tasks on the web version of Qontak.