How to Edit, Delete, & View a Single Customer

Table of Contents

Step-By-Step Instructions

This document provides step-by-step instructions for editing, deleting, and viewing a single customer 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: Perform Operations on a Customer

In the customer dashboard, you can perform the following operations:

Edit a Customer

  1. Locate the customer you want to edit in the customer list.
  2. Click on the “Pen Icon” tab next to the customer’s name.
  3. Make the necessary changes in the edit form that appears.

Delete a Customer

  1. Locate the customer you want to delete in the customer list.
  2. Click on the “Red Bin Box Icon” tab next to the customer’s name.
  3. Confirm the deletion when prompted.

View a Customer

  1. Locate the customer you want to view in the customer list.
  2. Click on the “Eye Icon” tab next to the customer’s name.
  3. The customer’s details will be displayed.

Simply click on the respective tab to perform the desired operation.