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3 min readBasicAgentManagerAdmin

Creating a task

What, for whom and when — a new task in 20 seconds.
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Steps

  1. 01

    Open a new task

    Tasks›New task

    Click New task in the top panel, or press N.
    Tip: the + beside the Today and Tomorrow headings opens a task with the date filled in.

  2. 02

    Write what needs doing

    Type the task in the big field. Add details underneath if needed.

    Tip: Enter in the title saves. Mark it Important ⭐ at the top.
  3. 03

    Lead, due date, priority, category

    • Lead — required; type a name or phone.
    • Due date — Today · Tomorrow · In 2 days · Next week, or a calendar date.
    • Priority — High · Medium · Low.
    • Category — follow-up call, send proposal, schedule meeting…
  4. 04

    Save

    Click Add task (or Ctrl+Enter).

    You should see: "Task added" — it appears in the right group.

Questions

A task without a lead?

Not from the Tasks page — every task belongs to a customer, so it also shows on the lead card.