Click the CRM icon
Clicking the CRM icon will navigate you to the Customer Relationship Management section, where you can manage contacts, deals, and other related activities.
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Shared guide
Create a task in the CRM software
Create a task in the CRM software by navigating to the Tasks section, entering task details like title and due date, and assigning it to a user for effective management.
viktoriaCreate a task in the CRM software by navigating to the Tasks section, entering task details like title and due date, and assigning it to a user for effective management.
Step-by-step Guide8 steps
Click the Tasks link
This action opens the Tasks section, where you can view, manage, and create new tasks related to your interactions and appointments.
Loading screenshot…100%Click the Create task button
This will open a new task creation form, allowing you to input details such as the task title, associated contacts, and deadlines.
Loading screenshot…100%Click the Create task button
This action opens the task creation dialog, allowing you to set the task title, type, priority, and associations with records, as well as assign it to a user.
Loading screenshot…100%Type 'Schedule call with Jane' in Task Title
In the Task Title field, enter the description of your task to help organize your to-do list. This title will be used to identify the specific task within your tasks management system.
Loading screenshot…100%Click the Due Date field
Select the 'Due Date' field to set the deadline for your task. You can choose a specific date, in this case, it indicates the task is due in 3 business days (Tuesday).
Loading screenshot…100%Click the Tomorrow button
Selecting the 'Tomorrow' button sets the due date for your task to the following day, allowing you to schedule tasks effectively.
Loading screenshot…100%Click the Create button
This action opens a form to create a new task, allowing you to specify details such as the task's assignment, due date, and reminder settings.
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