How to create a CRM task

You can create internal tasks associated with a specific CRM contact or not. Each task may be assigned a due date and category to help organize your workflow and achieve your objectives.

You can create a task either via CRM contacts section or via Tasks section.

Create a new task via CRM contacts section

  • In the CRM platform> CRM contacts, click on the email address of your contact. You will be then directed to the contact's details page
  • Click on Create task at the right side of your screen
  • Choose a category for your task: Email, Call, Todo, Meeting, Lunch, or Deadline
  • Choose a date, a time and a duration for your task
  • If needed:
    • Add a custom title for your task. Placeholder text is the default value if no value is specified
    • Compose a note
    • Assign the task if needed. "Unassigned" is the default value
  • Click Save

Your task will now be integrated into the contact's activity and will be accessible at any time from Tasks section.

Create a new task via Tasks section

  • In the CRM platform> Tasks, click on Create a task on the left side of your screen
  • Choose a category for your task: Email, Call, Todo, Meeting, Lunch, or Deadline
  • Choose a date, a time and a duration for your task
  • If needed:
    • Add a custom title for your task. Placeholder text is the default value if no value is specified
    • Compose a note.
    • Enter a contact email address if you want to link your task to a specific contact
    • Assign the task. "Unassigned" is the default value
  • Click Save

Good to know: You can edit or delete your task at any time either from the contact's details page or from Tasks section.