Create an account-related task
Locate the account that you wish to create a task for.
On the Tasks tab, select Create task.
Enter a title for the task so you and other members of your team can easily recognise the task. Complete the description of the task. You can use the formatting buttons on the toolbar above the text box, or attach media such as files or images.
You must set the due date for the task.
The task is automatically assigned to you, however you can assign the task to another user by selecting the field and searching for the other user. There is no limit to how many users a task can be assigned to.
The Type and Priority field are not mandatory however the extra labels can help to clarify what each tasks relates to and its level of importance.
Finally select Create task.
The task will then be visible in your task list on the dashboard and in the tasks drop down panel, accessible from the toolbar by clicking the checkbox icon.
When you view the task, the account to which it relates will be displayed at the top of the Task info panel on the right side of the page. You can also delete the task or set it as complete when viewing the task by using the corresponding buttons on the top right hand part of the page.
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On the Tasks tab, select Create task.
Enter a title for the task so you and other members of your team can easily recognise the task. Complete the description of the task. You can use the formatting buttons on the toolbar above the text box, or attach media such as files or images.
You must set the due date for the task.
The task is automatically assigned to you, however you can assign the task to another user by selecting the field and searching for the other user. There is no limit to how many users a task can be assigned to.
The Type and Priority field are not mandatory however the extra labels can help to clarify what each tasks relates to and its level of importance.
Finally select Create task.
The task will then be visible in your task list on the dashboard and in the tasks drop down panel, accessible from the toolbar by clicking the checkbox icon.
When you view the task, the account to which it relates will be displayed at the top of the Task info panel on the right side of the page. You can also delete the task or set it as complete when viewing the task by using the corresponding buttons on the top right hand part of the page.
Was this article helpful? Let us know by rating the article below!
Updated on: 29/06/2020
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