Creating a Task

To create a Task for the application, complete the following steps:

 

  1. Open the Tasks screen by clicking Tasks in the Left Navigation Pane.


     

  2. From the Task Name dropdown, select the Task name.
     

  3. Complete the following fields: Due Date, Assigned To, and Priority.
     

  4. In the Comments field, enter any applicable comment.
     

  5. Click the Save button. The screen refreshes with the Task entered in the History section.


     

Related Topics:

 

Viewing Your Task List

Editing Deal from Task List

Updating a Task