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Creating tasks

Tasks can be used to track to-dos and follow ups on your calendar. Learn more about tasks here.

From a contact or company:

  • Mouse over "Attach an item" in the upper right.
  • In the dropdown that appears, select "Task."
  • Enter the task name and select an appropriate due date. If needed, fill in the description to track additional details.
  • Once saved, the task will appear the top of the linked record in addition to appearing on your Calendar. The task will also appear on your Workspace on the day it's due.

From the Calendar:

  • In the page menu on the left, select "New task" below the mini month view.
  • Enter the task name and select an appropriate due date. If needed, fill in the description to track additional details and link the task to a contact.
  • Once saved, the task will appear on the Calendar and on your Workspace on the day it's due. If the task is linked to a contact, it'll appear at the top of the linked record as well.

From any page in the CRM:

  • Mouse over "Calendar" in the navigation bar on the left.
  • Select "New task" near the top of the menu.
  • Enter the task name and select an appropriate due date. If needed, fill in the description to track additional details and link the task to a contact.
  • Once saved, the task will appear on the Calendar and on your Workspace on the day it's due. If the task is linked to a contact, it'll appear at the top of the linked record as well.
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Keywords:
Tasks, follow ups, reminder, notification
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