How can I create a task?
Using the task menu helps increase productivity, prevents you from forgetting things, allows you to track tasks, manage them effectively, and use your time efficiently.
Updated
September 30, 2025
Read
1 min
How can I create a task?
- Go to Tasks to add a new task list
- On the opened page, click the New button on the right side.
- Give a name to the task you will create and write the task description.
- You can assign the task to yourself or to another team member.
- Set the due date for the task.
- Set the task priority as High, Medium, or Low.
- Select the company or contact associated with the task and save.
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