Related Articles
Can I create tasks/events for other users?
Yes. You can create tasks/events for other users. First create a task/event and then change the user in "Assigned To" field.
How can I create Tasks for many contacts at one shot?
Client management system allows you can create Tasks for any number of contacts in a single shot using the Create Task button. To create Tasks for multiple Contacts: Click the Contacts tab. In the Contact Home page, select the check box(es) ...
Is it possible to create recurring tasks?
Yes, you can create recurring tasks and events as well. To create recurring activities Click the New Task/Event link. Alternatively, click New Task/Event from records such as leads, accounts, contacts, potentials. In the Create Task/Event page, ...
Tasks
Sometimes, a ticket might involve multiple technician work. In that case, the ticket can be divided into several tasks and each task can be assigned to a technician/group. For example, consider a scenario where a new employee joins the organization. ...
Workflow Tasks
Workflow Tasks are assigned to the users when the associated workflow rules are triggered. A workflow task can be associated to a workflow rule, when you want to create a task and assign it to a user, upon triggering the rule. Availability Profile ...