Tasks are the many activities like company and prospect research, proposal writing, and internal communications of status. Consistently executing each task in an efficient and timely manner is the key to performance.
Every Task can have a priority, a status, a due date, an owner, and include “watchers” who need to be aware of the progress of that task. You can update your calendar with Tasks that need to be completed on or before a particular date and time.
How to Create a Task?
Follow these steps to create a Task
- Click on icon
- Click on icon to create a task based on priority
- Enter Subject and select the Status of the task from the drop-down
- Click Go to Full Form to fill in more details about the task, otherwise click Save
|Subject||Name of the Task (Ex: Presentation)|
|Assigned To||Owner of the task|
|Start Date & Time||Date & Time at which the Task starts|
|End Date & Time||Date & Time at which the Task Ends|
|Related to||Select from the drop down related to Organizations, Campaigns, Tickets, Invoice, Leads, Opportunities, Purchase Order, Quote, Sales Order, Services|
|Contact Name||Search the contact name|
|Status||Planned, Held, Not Held, Cancelled|
|Priority||High, Low, Medium|
|Send Notification||Click to send Notification|
|Location||Enter Location details|
|Send Email Reminder Before||Reminder helps you in reminding of the task by sending an email before the specified time. Click the checkbox and enter details on how many hours, days before the reminder to be sent|
|Description||You can fill the details about the meeting held|