Task Mastery: A Guide to Adding Tasks in Your CRM

Learn how to stay organized and productive with this comprehensive guide on adding tasks in your CRM. Discover the step-by-step process for capturing and managing your to-do list effectively, enabling you to prioritize and track your tasks seamlessly. This article provides clear instructions on how to add tasks, including details such as due dates, priorities, and task descriptions. Whether you're scheduling follow-up calls, setting reminders, or delegating assignments to team members, mastering task addition ensures you stay on top of your workload and drive success in your CRM endeavors.

1. Select the 'Inbox' to view your messages.

1 Click here.

2. Identify the specific contact you wish to task.

2 Now, click here.

3. Choose the 'Task' option for the selected contact.

3 Upload

4. Proceed by clicking the 'Add Task' button.

4 Click on "Add Task".

5. Specify the task by entering its title.

5 Once that's done, click on the element.

6. Provide a thorough description for your task.

6 Following that, click here.

7. Assign the task to your preferred team member.

7 Next, click here.

8. Determine and select the appropriate due date.

8 Next, click here.

9. Finally, confirm the task details and click 'Create Task'.

9 Click on "Cancel".

Did this answer your question?

😞

😐

😁