Creating Tasks in FirmDash

Select the blue plus sign (+) at the bottom of your screen.

Select Task.

Select Task Type to pick the type of task from the dropdown list.

Enter a Due Date.

Select Account.

Select Contact.

Select Owner to reassign task ownership to another employee.

Create a Subject.

Select inside the Description box to begin writing your request.

Select Create Task in the upper-right corner.

Tap into the Task.

Tap on the paperclip icon in the upper-right corner.
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Use the Browse Files for Upload option to locate the file.

Tap Upload.

You will now see the attached file(s) in the Task.
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