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 the dropdown menu beside Tasks.


2. Click the Task you wanted to Edit.



3. On the Task Info section, click the pencil icon.



4. After making changes, click the Check icon to Save.



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 thisĀ link.