How to Create a Task
1. Click +Add New in the upper-left side of your screen.
2. Click Task.
3. Select Task Type.
4. Select the Account.
5. Select the Contact.
6. Select a Due Date (or make it recurring).
7. Select an Owner.
7. Enter a Subject Line.
8. Enter a Description.
9. Attach any files if necessary.
10. Click Create Task.
The Task Owner will be notified when the Contact completes the Task.
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