Creating a Task

You are able to create a task on your Tasks page and also on the Tasks tab for an event, account, or contact. To create a task:

  1. Click the + add icon to open the Create Task slider.
  2. If the task is something that is already complete, or if you are logging notes from a sales call, etc., check the Completed? box.
  3. Add a title. This should be a brief description of what was done or what there is to do, such as Notes from call on 3/4 or Follow up on contract.
  4. Add the date the task is due. If you checked Completed?, this field will be replaced by Completion Date, which defaults to today's date.
  5. Select a task type. Task types are used to filter tasks and also for reporting purposes. If your account does not have any task types set, this field will not appear.
    Title, due/completion date, and type are the only required fields for tasks.
  6. You can associate the task with an account, event, and/or contact. If you associate the task with any of these, the task will also appear on the task tab of the details page for that account, event, or contact. If you are adding the task on one of those pages, the appropriate account, event, or contact will be selected by default.
    1. Begin typing the name of the account, event, or contact. A list of search results will appear and filter down in real-time as you type.
    2. Click a result to add it to the task.
    • If an account is selected, the contact field will automatically filter to only contacts within the selected account.
    • If both an account and an event are selected, they must already be associated.
    1. Type the name of the new account.
    2. Click Create '[Name]'.
    3. Select a lead source.
    4. Select a market segment.
    5. Enter an address. (Optional)
    6. Type the name of the new contact.
      You will not be able to select an existing contact because they are already associated with a different account.
    7. Click Create '[Name]'.
    8. You can optionally add a phone number and email address for the contact.
    If you create a new account for a task, you will not be able to select an event for the same task.
    1. Begin typing the name of the account. A list of search results will appear and filter down in real-time as you type.
    2. Click a result to add it to the task.
    3. Type the name of the new contact.
    4. Click Create '[Name]'.
    5. You can optionally add a phone number and email address for the contact.
  7. Click Assign to Me to assign the task to yourself, or select other users from the Staff Members field to assign the task to others. If you assign the task to someone else, it will appear on their tasks page. If they have the Task Assigned to Me notification active, they'll also receive an email. For more information about email notifications, please see the full article.
  8. Add a description. If you checked Completed?, this field will be replaced by Result. Typical contents include detailed notes from a call or any information needed to complete the task.
  9. When all the desired information has been added to the task, click Save.
  10. Your task has been created! To view the task details, click the task in the list.

Still need help? Contact Us Contact Us