DripJobs Help Center

Tasks: How to Add a New Task?

In this article, you will learn how to add a new task.

Written by Salma Castillo

Updated this week

1. Click On "Tasks"

Click On "Tasks"

2. Click On The Add Task Button To Create A New Task.

Click On The Add Task Button To Create A New Task.

3. Enter The Task Title

Enter The Task Title

4. Add A Description

Add A Description

5. Choose The User You Want To Assign The Task To

Choose The User You Want To Assign The Task To

6. Choose A Due Date

Choose A Due Date

7. And Click On "Create Task"

And Click On "Create Task"

8. Now We Can See The New Task Added To The List

Now We Can See The New Task Added To The List

9. Click On "Sales Pipeline"

You Can Also Do It Directly On A Deal Card

Click On "Sales Pipeline"

10. Click On The Deal Card You Want To Open

Click On The Deal Card You Want To Open

11. Click On "Tasks"

Click On "Tasks"

12. Enter A Task Name And Add An Optional Description

Enter A Task Name And Add An Optional Description

13. Choose The User You Want To Assign The Task To

Choose The User You Want To Assign The Task To

14. Choose A Due Date

Choose A Due Date

15. Click On "Create Task"

Click On "Create Task"

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.