How do I create a Task?

Tasks can help you organize your schedule and improve productivity.

To add a Task, click on the blue sign located at the top right of your account.

new nav blue plus sign add task

Select "Add Task" from the drop-down menu to pull up the Create Task window.

Calendar - Task Create

Here, you can:

  1. Choose a Task Type
  2. Name your Task
  3. Give your Task a description
  4. Determine the Task's Start/Due Date
  5. Add an End Date
  6. Prioritize your Task
  7. Assign the Task to a team member
  8. Relate the Task to a Contact(s)
    1. If you have Jobs enabled, there will be a spot for you to relate the Task to a Job(s)
  9. Add tags to your Task. If the tag does not currently exist, type it into the text field and click "Enter"

Once you've saved the Task, it will appear on your Calendar. If you've related the Task to a Contact and/or Job, you will also find it under that record.