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How to create a task

This how-to guide walks you through creating a task within the BoardLeads module, enabling you to effectively manage your leads.

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·3 steps·32 views·Published

This how-to guide walks you through creating a task within the BoardLeads module, enabling you to effectively manage your leads. You'll learn how to input task details and add a new task to your To-Do list, helping you organize your ongoing activities.

Step-by-step Guide3 steps

  1. Click the BoardLeads section

    This action opens the BoardLeads module, allowing you to manage your leads effectively within the workspace.

    Click the BoardLeads section
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  2. Click the 'Click here' input field

    By clicking the 'Click here' input field, you will be prompted to enter additional details or instructions related to your task or project.

    Click the 'Click here' input field
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  3. Type 'Task 4' in the Add Task field

    Input 'Task 4' into the '+ Add task' field to create a new task in your To-Do list. This will allow you to keep track of your ongoing activities within the Leads section.

    Type 'Task 4' in the Add Task field
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