How to Create a Task

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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