How to create a task?

It can be easy for time to slip away, so you should have a to-do list to ensure you don’t forget what’s important. Create tasks as reminders and associate them with specific records like partners, leads, deals, etc.

Creating tasks

To create a task, follow these steps:

• Go to Tasks
• Click on New task
• Provide the following information:
  • The task name
  • Due date with the time
  • Who you’ll assign the task to, which includes; no one, you, a co-worker, or a partner
  • An associated record like lead/deal/customer/payout/partner or no association
  • A description of the task
• Once done, you can click Add

When you associate a task with a record, you can also decide to make the tasks visible to the Partner. This can be useful to provide visibility to your partners on task completions.

Quick tip: You can also create tasks from the Partners, Leads, Deals, Customers, Payouts page by following these steps:

• Go to the corresponding record
• Select the Tasks tab
• Click New task