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How to create an activity (call, meeting, task)

This how-to guide provides step-by-step instructions for creating an activity in Xenero Ltd, including setting up calls, scheduling meetings, and assigning tasks with specific…

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·23 Schritte·64 Aufrufe·Veröffentlicht

This how-to guide provides step-by-step instructions for creating an activity in Xenero Ltd, including setting up calls, scheduling meetings, and assigning tasks with specific priorities and times. Follow these simple steps to efficiently manage your activities and enhance your productivity.

Step-by-step Guide23 Schritte

  1. Click Xenero Ltd deal

    Click Xenero Ltd deal
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  2. Click on "Click here to add an activity..."

    Click on "Click here to add an activity..."
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  3. Type "Call" in Call

  4. Click Priority

    Click Priority
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  5. Click High

    Click High
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  6. Click Save

    Click Save
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  7. Click on "Click here to add an activity..."

    Click on "Click here to add an activity..."
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  8. Type "Meeting" in Call

  9. Click on "Click here."

    Click on "Click here."
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  10. Click on "Click here."

    Click on "Click here."
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  11. Click 2:00 PM

    Click 2:00 PM
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  12. Click on "Click here."

    Click on "Click here."
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  13. Click 2:15 PM

    Click 2:15 PM
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  14. Click Save

    Click Save
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  15. Click on "Click here to add an activity..."

    Click on "Click here to add an activity..."
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  16. Click on "Click here."

    Click on "Click here."
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  17. Click on "Click here."

    Click on "Click here."
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  18. Type "Send proposal" in Task

  19. Click on "Click here."

    Click on "Click here."
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  20. Click 7:30 PM

    Click 7:30 PM
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  21. Click Priority

    Click Priority
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  22. Click Medium

    Click Medium
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  23. Click Save

    Click Save
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