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 Save Changes button.




5. A confirmation message will appear.






How to Edit a Task


1. Click Tasks to display all existing task under the account. 


2. Click the Task you wanted to Edit.




3. On the Task Info section, click the Edit Entry




4. After editing the information, click the Save Changes.





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.