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.
  
• Click on Create Task
  
  
• 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.
  
  
• Save the Task by clicking Create Task at the bottom-right