Shared guide

How to create a task from a contact record

Step-by-step guide covering: Click the CRM icon; Click the Contacts link; Click on the contact named Chris; Click the Create a task button.

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Step-by-step Guide9 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Contacts link

    Click the Contacts link
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  3. Click on the contact named Chris

    Click on the contact named Chris
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  4. Click the Create a task button

    Click the Create a task button
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  5. Click here to add a new task

    Click here to add a new task
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  6. Type the task description in the field

    Type the task description in the field
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  7. Click here to set a reminder

    Click here to set a reminder
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  8. Click the 9:15 AM time option

    Click the 9:15 AM time option
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  9. Click the Create button

    Click the Create button
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