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      Creating A Task For Contact

      Learn how to efficiently create tasks for your contacts.

      Tasks are items on your to-do list that you can create for your contacts and deals. This article will guide you through the process of creating tasks for both contacts and deals.

      Steps To Create A Task For Contacts

      1. Go to "Contacts" in the left menu.

         

      2. Open the "Add a Task" modal in one of the following ways:

        1. From the Contacts Overview, click the contact's dropdown and select "Add a Task."

           

        2. Inside the Contact Record, click the Action button dropdown at the top right and choose "Add a task."

           

        3. Inside the Contact Record, scroll down to the "Tasks" Section and click "Add a task."

           

      3. Fill in the required fields, including Title, Task Type, Assigned to (default is the logged-in user, but it can be changed), Due date, and Due time.

         

      4. Optionally, click "Show more options" to set reminders or trigger an automation.

         

      5. You can also add a short task description for context.

      6. Finally, click the "Save Task" button, and the task will be saved and displayed in the contact's Tasks section.

      Go to "Contacts" in the left menu.

      Open the "Add a Task" modal in one of the following ways:

      1. From the Contacts Overview, click the contact's dropdown and select "Add a Task."

         

      From the Contacts Overview, click the contact's dropdown and select "Add a Task."

      • Inside the Contact Record, click the Action button dropdown at the top right and choose "Add a task."

         

      Inside the Contact Record, click the Action button dropdown at the top right and choose "Add a task."

      • Inside the Contact Record, scroll down to the "Tasks" Section and click "Add a task."

         

      Inside the Contact Record, scroll down to the "Tasks" Section and click "Add a task."

      Fill in the required fields, including Title, Task Type, Assigned to (default is the logged-in user, but it can be changed), Due date, and Due time.

      Optionally, click "Show more options" to set reminders or trigger an automation.

      You can also add a short task description for context.

      Finally, click the "Save Task" button, and the task will be saved and displayed in the contact's Tasks section.