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.