How Do I Create a Task?
Tasks can help you organize your schedule and increase productivity.
To add a new Task, click on the blue + sign located at the top right of your account.
Select "Add Task" from the drop-down menu to pull up the Create Task window.
Here, you can:
- Choose a Task Type
- Name your Task
- Give your Task a description
- Determine the Task's Start/Due Date
- Add an End Date
- Prioritize your Task
- Assign the Task to a team member
- Associate a Contact(s) to the Task in the "Related" field
- If you have Jobs enabled, there will be a spot for you to relate the Task to a Job(s)
- If you create a task in a Contact or Job's file, the Task will automatically be related to that record
- Add Tags to your Task
- If the Tag does not currently exist, type it into the text field and click "Enter/Return" on your keyboard
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 the Tasks tab on that record's page.