Setup
You will need the following permission in your security group:
can see my tasks or can see all tasks
can view pricing information
Click here to learn about permissions and security groups.
New Task Experience: Uptick's task page has been redesigned with a new layout to help your team work faster and close tasks more efficiently. You can switch to the new view using the "New Task Experience" toggle in the top right of the task page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
How to add a product to a task
1. Open the Work tab on the task and click + CHARGE.
2. Select the Product and click Create (or Create and add another).
Adjust Description, Quantity, Cost Price, and Sell Price if required.
