Creating tasks

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

From any page in the CRM:

• Mouse over "Add" in the navigation bar and select “Task.”
• Select from the dropdown list to use a task template, or enter the task name manually 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 a contact or company:

• Mouse over "Attach an item" in the upper right.
• In the dropdown that appears, select "Task."
• Select from the dropdown list to use a task template, or enter the task name manually and select an appropriate due date.
• If needed, fill in the description to track additional details. The task will automatically be linked to the current contact or company.
• 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.

Not sure how to set up task templates? Learn more here.