Tasks
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      2. Calendar & Tasks
      3. Tasks

      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.
        Screen Recording 2023-05-09 at 12.54.53 PM

      Adding a Task in a Contact

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

      Screen Recording 2023-05-09 at 02.52.22 PM

      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

      Screen Recording 2023-05-09 at 02.56.06 PM

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