Add Tasks

This article applies to:

You can add a task on the contact record and it will show up in your task list on the home page dashboard. 

  1. Click "More" followed by Tasks

  2. Click "Add" a task

  3. Enter task details

  4. Check the box to complete the task

Note: By default, completed tasks are hidden, but you click the "Show completed" button to unhide completed tasks.