$images\crmbanner.gif$

Add Task

Tasks tab allows you to insert details regarding different tasks and shows you information regarding existing tasks:

$images\tasks.gif$

Figure: Adding Task

1. Insert name of the task in this field.

2. Select e-mail of the person to be contacted. Selecting the address book (placed with the Contact Person field) shows following screen:

$images\find_customer.gif$

Figure: Find Customer(s)

3. Specify the due date of the task.

4. Select the priority of the task or add a new priority according to your requirements.

5. Specify time of the task.

6. Select Browse to upload file, if any.

7. Assign users to this task. To send e-mail to the assigned users select the checkbox.

8. Specify task description. To set the reminder for this task, select the checkbox

Select Save Task to save the specified information.