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.