How to add a new task in CRM?

Tasks serve as reminders for yourself and/or a team member to complete an activity. It could be a follow-up call, sending an infographic, or preparing a sales pitch.

There are a couple of methods to add a new task, let’s look at them:

From the tasks dashboard:

1. Go to Tasks Dashboard
2. Click the Add Task button.
3. In the Add task dialogue box give a suitable title for the task. This is a mandatory field. Then press Enter
4. Now click on the title and in the overlay, you can add the following.
   1. Describe the purpose of the task in the description to help other users understand the task better.
   2. Using the date picker, choose the date for task completion. 
   3. You can assign the task to anyone from the team from the dropdown list
   4. Search for the contact, organization or deal you want to associate this task in the Link Task search box, and choose from the search results that appear.
   5. Add Tags to the task to keep the tasks organised.. 
5. Once all the information is entered, the task is auto saved, so you can close the overlay.

From the deal page:

Go to Tasks tab from the Deal Details page

1. Click the Add Task button.
2. Then select if you want to create a simple task or from a template.
3. Then follow the steps 3 through 10 from the Tasks Dashboard section.

From the Contact Page:

Go to Tasks tab from the Deal Details page

1. Click the Add Task button.
2. Then select if you want to create a blank task or from a template.
3. Then follow the steps 3 through 10 from the Tasks Dashboard section.

Adding tasks using a template:

1. To add a task using a template, make sure that you have created the template. Learn More
2. Now from the deals/contact page, click on the Add Task button
3. From the overlay, select the template you require.

You can see that all the tasks are added here.