How to Create a Task


1. View the Entry's (Contact, Lead, Opportunity, Case, or Account) profile or records via the sidebar.


2. Scroll down to Tasks.




3. Click on the plus button.




4. Fill out the New Task form and click on the Check button to Save.




5. A confirmation message will appear.




How to Edit a Task


1. Click Task, it will display the list of Task under the entry. 


2. Choose the Task you want to Edit then click on it.




3. Click on the 3 dots on the upper right side, then click Edit Entry.




4. When done making changes, click Save Changes to update the entry.



5. A confirmation message will appear.





Another way to create new Task or mark the task as "Completed" from the list is from the Module list. To know more, please click this link.