Creating and managing tasks

Creating and managing tasks

Creating a New Task

Click New in the ribbon bar Tasks area of the Calendar & Deals ribbon tab.

Click Task or one of the drop down list of Tasks in the ribbon bar Action area of the Contacts tab to create a task that is linked to contacts that are selected in the contact list.

Click Task or one of the drop down list of Tasks in the ribbon bar Action area of the Calls & Research ribbon tab to create a task that is linked to the displayed contact.

Start by and Due By dates

You can set Start By and Due By dates.

Start By and Due By dates do not appear on the calendar or trigger reminders.

Adding Links

You can add links to the task. For example, you might create a link to the proposal document on your computer or to contacts. See the section on adding/managing links.