There are two areas where you can create a task. 

  • Within the Task tab
  • Within a contact record


Within the Task Tab

  1. On the left navigation, click Tasks > Tasks.
  2. Click Create
    • A slide out screen will appear. 
  3. Update the following:
    • Title
    • Details
    • Assign To - Assign this task to one of your contacts. 
    • Due Date 
    • Due Time 
  4. Click Submit.


Within a Contact Record

  1. In the top navigation bar, use the search bar to quickly find your contact.
    • Search by name, email, or phone number.
  2. Select the name of the contact to view contact information. 
  3. Scroll down. 
  4. Under the Open Tasks header, click Add Task
  5. Input your task information and click Submit.