How to Manage a New Task on a Contact Record

Learn how to quickly and easily add "General," "Call," "Meeting," "Text," and "Email" Tasks to a contact record using the Actions dropdown menu or the Tasks tab.

Step 1

Open a contact record.

Step 2

Click on the "plus" sign within the "Tasks" section at the top right of the Contact record.

Step 3

You will see a pop-up menu will appear called "Create task."

Step 4

Choose the Task Type by clicking on one of the following options;

1. General

2. Call

3. Meeting

4. Email

5. Text

Step 5

Type in a Task Description to help you recognize what you need to do about this Task.

Step 6

Add the date and time by clicking on the corresponding day you want the Task or the Recurring Task to begin and selecting the time from the dropdown menu.

*Note: Click the "Time Zone" dropdown menu to adjust the time zone.

Step 7

Create the task's time Duration. The options are "All Day Task" and "Set as a recurring event."

Step 8

Click the blue "Create" button to save the task to the contact record or "Cancel" to abandon task creation.