Creating New Tasks in the Task Manager

Learn how to create new tasks directly from the Task Manager in Lead Gen & CRM. 

Create New Tasks

You can directly create tasks through the Task Manager.

To create a new task, do the following: 

1. Click + Task in the Task Manager window.
   
   

    

2. Select the desired date in the Select a Date field.
3. Select the desired time in the Select a Time field.
4. Select from the following task types in the
   Select a Type menu:
   1. • General
      • Email
      • Meeting
      • Phone Call
5. Optionally, enter a lead's name in the Search Leads text box.
6. Optionally, select an opportunity the lead is part of in the Select an Opportunity menu.
7. Enter a title for the task in the Title text box.
8. Assign the task to a user in the Assignee menu.
9. Optionally, click the Send Calendar Invite checkbox.
10. Optionally, enter a task note in the Note text box.
11. Click OK.
    
    

     

Created tasks will display in chronological order in the Task Manager.

Questions?