Geteilte Anleitung

How to create a task manually

Step-by-step guide covering: Click the CRM icon; Click the Tasks link; Click the Create task button; Click the Create task button.

viktoriaviktoria
·8 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide8 Schritte
  1. Click the CRM icon

    Click the CRM icon
    Loading screenshot…
    100%
  2. Click the Tasks link

    Click the Tasks link
    Loading screenshot…
    100%
  3. Click the Create task button

    Click the Create task button
    Loading screenshot…
    100%
  4. Click the Create task button

    Click the Create task button
    Loading screenshot…
    100%
  5. Type 'Schedule call with Jane' in Task Title

    Type 'Schedule call with Jane' in Task Title
    Loading screenshot…
    100%
  6. Click the Due Date field

    Click the Due Date field
    Loading screenshot…
    100%
  7. Click the Tomorrow button

    Click the Tomorrow button
    Loading screenshot…
    100%
  8. Click the Create button

    Click the Create button
    Loading screenshot…
    100%