Effortless Task Creation: A Step-by-Step Guide for Aesthetix CRM Users

Dive into the seamless process of creating new tasks within Aesthetix CRM with this comprehensive guide. From setting due dates to assigning priorities, this step-by-step walkthrough covers everything you need to know to efficiently create tasks that align with your goals. Whether you're managing a team or tackling projects solo, this guide ensures you maximize the potential of your CRM and stay on top of your workload effortlessly.

1. Select 'Tasks' from your main menu.

1 Click on the element.

2. Initiate a 'New Task' by clicking on the respective button.

2 Click on "New Task".

3. Begin creating your new task.

3 Next, click here.

4. Enter a suitable 'Task Title'.

4 Upload

5. Provide a detailed 'Task Description'.

5 Upload

6. Choose who this task will be assigned to under 'Task Assignee'.

6 Click on the element.

7. Add the contact person related to this task.

7 Click on "Save".

8. Specify the 'Due Date' for task completion.

8 Upload

9. Finish the task creation process by clicking either 'Save' or 'Cancel'.

9 Upload

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