Tasks & Activity Schedules


 
How do I add a task to a Contact?

 

1. Search for your Contact open their Contact Card

 

 

2. Click the Add a Task icon  


3. Select Create a Single Task

               Apply Activity Schedule

               View Tasks for this Contact

 

If you select View Tasks for this Contact. You can view/edit tasks related to the contact and filter by complete and incomplete. Depending on your permission levels you may also be able to Delete tasks.

 

 

See also...

How to edit a task

How to attach a file to a task

How to complete a task

How to view applied activity schedules

How do I sync my contacts, tasks and meetings to my smart phone and/or Outlook?

Was this information helpful?