Name: 03 - How to add, delete ad update tasks
Uploaded: 2025-06-10
Description: 03 - How to add, delete ad update tasks

Managing Tasks in MyCostport Customer Portal

Introduction to Task Management in MyCostport

Adding a New Task for a Customer

Deleting a Task

Updating Task Status

This video tutorial demonstrates how to manage tasks within the MyCostport customer portal. It covers adding new tasks, updating task statuses, and deleting tasks, using a customer named John Brown as an example. The video also explains how task information is automatically updated if integrated with a system and how users can interact with task-related documents.