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How to Add Tasks Under Contacts

Boost your productivity and ensure timely follow-ups by learning how to add tasks under contacts in Aesthetix CRM. This article provides a step-by-step guide on creating and assigning tasks directly to contact profiles, helping you manage your to-dos efficiently. Discover how to use this feature to keep track of important actions and enhance your overall contact management strategy.

1. Start by selecting 'Contacts' from the main menu.

1 Click on "Contacts".

2. Next, choose a contact from the displayed list.

2 Click on "Grace Park".

3. Then, tap on the 'task' icon to proceed.

3 Click here.

4. Click 'Add' to start creating a new task.

4 Click on "Add".

5. Now, enter a title for your task in the designated field.

5 Next, click on the element.

6. Move on to describe your task in the text area provided.

6 Click on the element.

7. Click to assign the task to a team member.

7 Click here.

8. Choose a due date for the task completion.

8 Upload

9. To finish, click 'save' to store your task.

9 Click on "Title *".

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How to Add Tasks Under Contacts | Aesthetix CRM