How to Create Tasks

There are 3 areas where you can create a task:

• On the Tasks page
• In a contact record
• On the actions list

Tasks Page

1. Navigate to Tasks > Tasks.
2. Click the +Create button.
   • A slide-out panel appears. 
3. Update the following:
   • Title
   • Details
   • Assign To - Assign this task to certain users. 
   • Due Date 
   • Due Time 
4. Click the Submit button.

Contact Record

1. In the page header, 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 details page.
3. On the right side of the page, click the header of the Tasks section to expand it.
4. Click the +Add Task button.
5. Choose either Single Task or Recurring Task.
   • A pop-up box appears. 
6. Input your task information and click the Submit button.

Action List

1. Navigate to Leads & Contacts > Contacts.
2. Use the search bar to quickly find your contact(s). 
   • Search by name, email, or phone number.
3. For the contact where you want to add a task, select Actions > Create a task.
   • A pop-up box appears. 
4. Input your task information and click the Submit button.