Creating a Task

Let’s create a task together. To start, open your dashboard and click on Tasks.

All your tasks will be listed here. You can filter your list by Task Status to only see open or complete tasks.

Click on New to create a new task.

On this new window, give your task a name and assign an Activity Type.

If this task is related to a company, contact, or lead, click on Related to and search for them.

Now, you have to give your task a due date and time. You can also set a reminder email.

Click on Assignee to assign the task to yourself or a team member.

Add any notes, points, or descriptions to the Notes box.

Since this is a new task, leave Status to Open and choose your Task Priority.

To make it easy to search for this task in the future, assign related tags by clicking on Add.

When you’re done, click on Save, and the task will be added to your list.

You can also create tasks from a user’s profile. Let’s say you need to email a lead. Head over to the lead’s profile and click on .