How to create a Task?
Follow the steps given below to create a Task :
- Go to Main Menu > Click on the Task Management icon.
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Click on the "+ icon" to create a New Task.
You can create a task based on priority Urgent, High, Medium, Low.
Note! You can change the priority of the task by drag and drop it the record in a specific priority section.
- In the Create task popup provide the necessary information.
- Click on "Go to full form" to fill more information about the task.
- Click on the Save button.
Fields information:
| Field Name | Description |
|---|---|
| Subject | It displays the Subject of the task. |
| Assigned To | Assigned To is the holder of the Event, you can select from the drop-down. |
| Start Date and Time | It displays the Start Date and Time at which the task begins. |
| Due Date | Displays the Due Date at which the task ends. |
| Contact Name | You can search Contact Name. |
| Status | It displays the Status Planned, Not Started, In Progress, Completed, Pending Input, Deferred, etc. |
| priority | It displays the Priority as Urgent, High, Medium, Low. |
| Send Notification | Send Notification helps you to remind the task by sending an email before a certain period of time by clicking on the checkbox. |
| Location | You can enter the location details. |
| Task Type | It displays the Task Type Send Proposal. Provide Estimation, Call Attempt, Update Details, Need more information, and so on. |
| Description | You can provide the Description of the task held. |
How to Edit the task?
- Click on the Edit button.
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In the popup Edit the task.
- Click on the Save button.
How to Delete the task?
- Click on the Delete button.
- In the popup click on the "Yes button"
How to remove the task when it is complete?
- Click on the checkbox to remove the task when it is completed.
How to Quick create a Task?
To Quick create a Task follow the steps given below:
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Click on the +icon on the top right corner of the page.
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In the Quick Create select Task.
- In the Quick, Create Task enter all the necessary details.
- Click on "Go to full form" to fill more details of the event.
- Click on the Save button.
Alternatively, you can create a Task in the Calendar.
- Click on the "Calendar icon" on the top right corner of the page.
- The List view page appears, click on "Add Task" on the top right corner of the page.
- In the "Creating New Task page" fill the details of the task.
- Click on the Save button