Create a Task

To create a task, follow these steps:

1. Navigate to My Activities module from the left indent panel.

2. Click on  Plus icon.

3. Click on Task. 
   

4. A new ‘Add Task’ window will appear. Mention the Subject of the Task.

5. Write the details of the task under Task Notes. 

6. Select the assignee from the drop-down option to assign the task. Users will have the option to assign the task to themselves as well by selecting ‘Myself’ under Assign To. 

7. Choose the Due Date from the Calendar. 

8. If the task is to be performed against a specific deal, mention the name of the ‘Deal’. 

9. Select the Recipient from the drop-down option.

10. Select the Task Type from the drop-down menu. 

11. Users can search for the Tags and tag the task accordingly, if required. 

12. Any file related to task can be attached to the task by clicking on Browse option. 

13. Click on the Save button to save the task. 

 

14. The task will be assigned to the user, and you can view the same in the My Tasks tab under Assigned by me. 
    

• Related Articles

• Add Task for Multipe Contacts

  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 ...

• Add Task for a Contact

  Navigate to the Contacts module. Click on the Contact’s name. Click on the Add Task button under Upcoming Tasks tab. The Add Task window will be opened on the right-side of the screen, fill in the required details. Note: * these fields are mandatory ...

• Add task for a Prospect

  Click on the Prospects module. Click on the Prospects name or on the check box against it. Click on add task icon on the popup menu (as shown below) or Click on the add task that is under Upcoming Tasks A add task form will open, fill the information ...

• Add Task for an Account

  Navigate to the Accounts module. Look for the account name. Checkmark/ Select account name. Click on Add Task. On the right-hand side popup, the heading must show Add Task. Enter the Subject as per the task. Enter notes if required for the task. ...

• Add task for multiple Prospects

  Click on the Prospects module. Click on the check box against Prospect’s name. Click on add task icon on the popup menu (as shown below) An add task form will open, fill in the information (red asterisk is mandatory) Click on the Save button.