Can I create Tasks specific to a Job or Contact?

There are a few ways you can specify that a Task is for a Contact or Job

Adding a Task from the top menu (blue plus sign)

  • Add a Contact or Job in the Related Contact or Related Job field.

Adding a Task in a Contact

  • Navigate to a Contact
  • Open the Tasks tab
  • Click on Add Task

The Contact will automatically be added to the Related Contact field.


Adding a Task in a Job

  • Navigate to a Job
  • Open the Tasks tab
  • Click Add Task

The Job will automatically be added to the Related Job field.