Step-By-Step Instructions

This document provides step-by-step instructions for changing the customer view on the Taskistic platform.

Step 1: Access the Taskistic Platform

  1. Open your web browser.
  2. Visit the Taskistic platform by navigating to https://yourdomain.taskistic.com

Step 2: Navigate to the Customer Section

  1. Once you have logged in, look at the left sidebar of the Taskistic dashboard.
  2. Click on the “Customer” tab to access the customer management section.

Step 3: Change the Customer View

  1. In the customer management section, look at the right side of the screen.
  2. You will see a “LIST” tab.

3. Simply click on the “LIST” tab to toggle between “LIST and GRID” view..