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Creating Tasks

To create a new task, follow these steps:

1

Add Task

Go to "List" side menu.
Click "Add Task".

2

Fill in Task Details

Fill in the respective fields:

3

Admin Activities

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

Title – the title of the task.

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

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

Type – choose one of the following:

Task (default)
Call
Email

Priority – choose one of the following:

None (default)
Low
Medium
High

Deadline – the due date of the task.

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

Click "Save" to create the task.

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