1. Adding a task

1. Go to Tasks + click “Add” 
2. Choose task type (Call/Meeting/Log email/Note/To-do). The form will change based on the type chosen. 
3. Add a “subject” or “title” for the task 
4. Choose date (start time / deadline) for the task. 
5. Add any extra notes into the “notes” section. This can accept rich formatted text and links etc. 
6. Link the task to a company / contact / lead / project / inquiry. Use the “related companies…” search to find the object you want to link to the task. 
7. Choose “appointment/reminder” setting. This can integrate into your email calendar and send tasks to your team. 
8. Choose the task Owner(s) and Click ”Save”