Tasks
The system facilitates scheduling of tasks and their assignment to one user or user group (See "Settings > Groups" for user groups). Tasks cannot be assigned to additional users or linked to more than one Contact. However, tasks can be transferred to others by modifying the task owner.
- To create a new task, follow the "New Task" link.
- The window that comes up has all the fields that are necessary to schedule the task as shown below.
- The "Status" and "Priority" drop-down list is populated from "Settings > Picklist Settings > Edit Task Picklist" and be customized there. Customizing it will allow you to track progress along the vectors that make sense for your business.
- The rest of the fields are self-explanatory and please make your entries as per the logistics of the event. The mandatory fields are marked with a red *.
- Click the "Save" button to create the task.
![task-1.jpg 1608](https://files.readme.io/a1a1f18-task-1.jpg)
![task-2.jpg 1558](https://files.readme.io/f2ae2a9-task-2.jpg)
![task-3.jpg 1555](https://files.readme.io/96f6fac-task-3.jpg)
![task-4.jpg 1558](https://files.readme.io/c21ce69-task-4.jpg)
Tasks are not posted to the calendar but are displayed in
- The "Activities" tab
- As an activity under the related lists for associated contacts, accounts, sales orders etc. that it is linked to when creating the task.
- The "Home" tab under "My Upcoming and Pending Activities"
![task-5.jpg 1903](https://files.readme.io/fe91e21-task-5.jpg)
Updated 5 months ago