How To Create Tasks Without A Contact

How To Create Tasks without a Contact

1. First off, click on "CRM & Email."

2. Now, select "Tasks."

3. Click on "Add Task."

4. Enter your task title here.

5. Video Step (Play Now)

6. Type a description for your task.

7. Click to select a date.

8. Choose the date "10."

9. Select a time for your task.

10. Click on "PM."

11. Confirm by clicking "OK."

12. Video Step (Play Now)

13. If you'd like to associate the task to a specific contact, you can select the contact here. Otherwise, you can leave it blank

14. To assign the task to yourself or a team member, Click on "Assign to."

15. Then, click here to choose.

16. Now, select yourself or another preferred team member

17. Click on "Save" to keep changes.

18. Now you'll see your new task created here.

19. You can view and edit your task by clicking on it

20. If you'd like to complete a task, simply click on the checkmark to mark as completed

21. If you'd like to mark it as incomplete, select the checkbox again.