Tasks can be used to organise your to do list to ensure you meet all your deadlines. There is two ways which tasks can be created:
- Hover over Sales in the navigation bar.
- Click on Tasks from the drop down menu.
- In the top right hand corner, click Create task.
- Fill out all of the appropriate fields for your task.
Or you can create and set tasks from each individual record:
- Hover over Contacts in the navigation bar.
- Click either Contacts or Companies.
- Select one or more records.
- In the columns section of the record table, click + Create Tasks.
- Continue to fill out all of the appropriate fields for the task.