How to Create a Task?

Modified on Tue, 25 Jul, 2023 at 12:51 PM

You can view the video procedure or follow the steps below. This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Communications” tab and the “Notes and Tasks” subtab.

2. Click on “Add” at the top right.

3. In the “Assignation” section, select the entity to which you want to assign the task.

4. Select “Task” next to “Type.”

5. Select the date of the task.

6. Describe the task.

7. To assign another task to the same entity, click on “Add a note,” and repeat steps 4 to 6.

8. Click on “Finish.”

9. To use this task as a template for another task, open the task, and click on “Add” at the top right.

10. When the task is completed, tick “Completed.”

11. Click on “Save” at the top right of the “Notes and Tasks” subtab to make the completed tasks disappear. To view completed tasks, tick “Tasks – Completed” in the “Include” section.

12. To export the tasks in report format, click on “Report” at the top right.

You have now created a task.

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