There are two areas where you can create a task.
- Within the Task tab
- Within a contact record
Within the Task Tab
- On the left navigation, click Tasks > Tasks.
- Click Create.
- A slide out screen will appear.
- Update the following:
- Assign To - Assign this task to one of your contacts.
- Due Date
- Due Time
- Click Submit.
Within a Contact Record
- In the top navigation bar, use the search bar to quickly find your contact.
- Search by name, email, or phone number.
- Select the name of the contact to view contact information.
- Scroll down.
- Under the Open Tasks header, click Add Task.
- Input your task information and click Submit.