How to Create a Task
Follow this guide to learn how to create tasks for yourself and your teammates.
- Click on the Tasks tab in the left-hand menu.
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- Click on Create Task
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- Set the fields for the Task
- Task Type - Select one of the Task Types from the dropdown menu
- Assignee - Assign this Task to one of your Teammates or yourself.
- Prospect - Choose the prospect this Task is for.
- Deal - You may add this Task to a specific Deal you have.
- Due Date - Set the specific Day this Task is due.
- Due Time - Set the specific Time this Task is due.
- Attachments - Add any attachments as needed.
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- Save the Task by clicking Create Task at the bottom-right
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