Create Tasks

Create Tasks

A task is a specific piece of work required to be done within a given time frame. They are listed in the CRM's Home page of the user, Activities home page and in other related records.

Availability

Profile Permission Required: Access to the Activities Tab that includes View, Create, Edit and Delete permissions.

To create tasks

  1. In the Activities module,click New Task.
    You can also create a task from within a record by clicking the New Task link in the Open Activities related list.
  2. In the Create Task page, specify the task details. 
  3. Click Save.

Note

  • Tasks will be closed, only when the Status of the task is updated as Completed.
  • The status, Completed, is a system defined field. An alternate custom field with the same label will not close the task automatically.

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