Creating Tasks
The following procedure includes the basic information you need to create a task from a record or transaction. For detailed information about tasks, see Working with CRM Tasks.
To create tasks from records and transactions:
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On the Communication subtab, click Activities.
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To create a task, click New Task.
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In the popup window, complete the following required fields:
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Title – Enter a name for the task.
This name is the subject line of the e-mail sent to the assignee if you check the Send e-mail box.
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Assigned To – Select who the task is assigned to. Your name appears by default in this field.
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Priority – Select how important the task is.
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Status – Select the current status. The default for new tasks is Not Started.
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Start Date – Enter or select the date to start the task.
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Due Date – Enter or select the date the task needs to be finished.
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Complete the following additional fields if needed:
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Notify Assignee by Email – Check this box to email the person assigned to this task.
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Insert Before – Select where this task should appear on the assignee’s task list.
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Private Task – Check this box so that only the creator of this task or person assigned this task can view the task.
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Date Completed – When finished, select or enter the date the task was completed.
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Reserve Time – Check this box to schedule this call on the calendar of the person organizing the call.
Enter the Start Time and End Time.
This time is scheduled on the calendar for the phone call date.
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Reminder Type – Select how the organizer should be reminded before the task starts.
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Reminder – Select when to send the reminder before the task starts.
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Message – Enter notes or instructions for the task.
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Click Save.