Note: Adding a task is an easy way to keep on top of your schedule. Be it a gentle reminder to yourself to catch up with an old customer or requesting a colleague completes some paperwork - it can all be done in a few simple steps.
To add a task, click the 'Tasks' button in the side menu. The following page will be displayed:
Click the 'Add Task' button. The following menu will be displayed:
Note: From here, you can choose what kind of task you want to create, whether that be to make a call, email someone or visit a customer:
Expand to view the steps on filling the task details
Expand to view the steps on filling the task details
Select the appropriate task option
Press the button beside the 'Relationship' box and select your customer from the list that pops up.
Select the appropriate Opportunity/Order/Quote/Contract if applicable from the top downs.
Select the appropriate contact details from the dropdown list beside 'Contact'.
Write a description of the task, for example "Call again" or "Email customer".
Next, type the details in the details box. For example, you may have called a customer but they didn't reply so you will be calling them again a bit later. You can note that down in this box.
You must then assign this task to a 'User' or assign to a 'User Group'.
You can change the date and time you want this task to be completed by using the 'Due Date' box. Clicking here will bring up a calendar
You also have the option to put this task on repeat if it is a task that needs doing regularly by choosing from 'Weekly', 'Monthly', 'Quarterly', 'Six-monthly' and 'Annually'.
Then, you can change the duration of how long the task will take so you can easily plan your day.
Then simply click 'Save' (or delete if you've changed your mind!) and the task will be created.
Once you have saved your task, it will appear in the 'Tasks' page:
