Creating a Task

Creating a Task

Select the 9 dots

 

Search for Task

 

Select Tasks

 

Click on the drop down

Select “New Task”

 

(Optional) Assign the Task to someone

 

Search who you are assigning the Task to:

 

Select the person you would like this Task assigned to

 

(Optional) Attach to an object

 

Click on the drop-down menu to link the task to an object. Common options include:

  • Accounts
  • Cases
  • Contacts
  • Courses
  • Leads
  • Opportunities

Search for the object you want to link then select the object

Data Completion

  • Subject: Free Text Field with pre-selected options
  • Type:If applicable, select type of task from the drop-down menu.
  • Due date: click on the calendar to select the completion due date.
  • Comments: free text to record additional information about the task.

Select “Save”