How to Create Tasks

There are two areas where you can create a task:

• In the task tab
• In a contact record
• On the actions list

Task Tab

1. On the left navigation, click Tasks > Tasks.
2. Click Create. 
   • A slide out page appears. 
3. Update the following:
   • Title
   • Details
   • Assign To - Assign this task to certain users. 
   • Due Date 
   • Due Time 
4. Click Submit.

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. On the right side of the page, click the Tasks dropdown arrow.  
4. Click Add Task. 
5. Choose between a single task and a recurring task. 
   • A pop-up box appears. 
6. Input your task information and click Submit.

Action List

1. On the left navigation, click Leads & Contacts > Contacts.
2. Use the search bar to quickly find your contact(s). 
   • Search by name, email, or phone number.
3. Check the box next to each contact name. 
4. Click Actions > Create a Task. 
   • A pop-up box appears. 
5. Input your task information and click Submit.