- Navigate to the Contacts module and click on it.
- Select the contacts You want to add task for, by clicking the Checkboxes.
- Click on the Add Task icon.
- Add Task window will be opened.
- Enter the relevant subject for the Task and fill in other required details.
Note: (*) these fields are mandatory to fill.
- Click on the Save button to save the Task.
Note: Once you have Saved the Task, you will get a notification pop-up of the Task Saved successfully. You can view the assigned Task from the Upcoming Tasks section of contacts as well as My Tasks from My Activities.