Add Tasks

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
   
2. Select Add a task
   
3. Enter details for the task
   
4. Click Save

To view tasks or mark a task as completed from the contact record:

1. Click the Tasks card
   
2. Check the box next to the task
   
3. To view completed tasks, click Show completed