Creating Tasks

To create a new task, follow these steps:

1

Add Task

1. Go to "Calendar" side menu.

2. Hover your mouse to the due date of the task and click the "+" icon.

   

2

Fill in Task Details

1. Fill in the respective fields:

   1. Title – the title of the task.

   2. Assigned Party – the person(s) the task is assigned to.

   3. Associated Clients/Leads – the client or lead linked to the task.

   4. Type – choose one of the following:

      1. Task (default)

      2. Call

      3. Email

   5. Priority – choose one of the following:

      1. None (default)

      2. Low

      3. Medium

      4. High

   6. Deadline – the due date of the task. This will be automatically filled in to the date you are creating the task on. You can make changes if required.

   7. Remark – any additional information regarding the task (maximum 5,000 characters).

2. Click "Save" to create the task.

   

3

Admin Activities

1. All tasks created in the Tasks tab will also be displayed in the Client or Lead Detail page.

2. For more details refer to: Admin Activities and Admin Activities.