To create a task :
Click [Tasks] on the platform
Click [Add Task]
Select the task [Type]
To link the task to an existing Contact: Start typing the name of your contact into the [Contact] field and then click on the name when it appears in the list below.
To link the task to a new contact: Start typing the name of your Contact and then click [+ Please click here to add a new contact], Complete the contact’s detail in the pop-up window, Click [Save Contact]
Complete the rest of the task details using the drop-down lists
Select the [Reminder] tickbox if you want the platform to send you an email to remind you about the task on a certain day and time.
Add a short description of the task in [Subject]
Add any extra notes about the task if required in the text box under the Subject.
What is a task?
How can I search for a task?