Client’s detail page.

Step 1- Open Partner, Prospect or Client’s detail page from the respective list view.



Step 2- Select the Task tab



Step 3- Click on the “Add” button on the right corner of the page.



Step 4- As the Create New Task slider appears, Add task Title.



Step 5- Select the task category, whether it is a meeting, call, follow up or other.



Step 6- Set the Priority to decide which task needs to be done first.



Step 7- Select a team member to assign the task.



Step 8- Set the task due-date to get reminders both in email and in-system.



(To create a more informative task)

Step 9 - Click on the “More Option” drop-down arrow.



Step 10- Add the task description if you need to let the assignee know more about the task.



Related to Internal :-

Step 11- Select one of the given option to identify whom task is related to. (Internal)



Step 12- Select the Follower if needed because the follower is a team member who will get access to the task along with the assignee.



Step 13 - Add any document supporting the task from the Attachment section as shown in the image below.



Step 14 - Now, click on the create button and done.



Related to Client :-

Step 11- Select one of the given option to identify whom task is related to. (Client)



Step 12- Select the related client from the drop-down list.



Step 13-  Select the Follower if needed because the follower is a team member who will get access to the task along with the assignee.



Step 14- Add any document supporting the task from the Attachment section as shown in the image below.



 Step 15 - Now, click on the create button and done.



Related to Partner :-

Step 11- Select one of the given option to identify whom task is related to. (Partner)



Step 12- Select the related Partner from the dropdown list.



Step 13- Select the Follower if needed because the follower is a team member who will get access to the task along with the assignee



Step 14-  Add any document supporting the task from the Attachment section as shown in the image below. 



Step 15- Now, click on the create button and done.



Related to Application :-

Step 11- Select one of the given option to identify whom task is related to. (Application)



Step 12- Select the related client from the drop-down list.



Step 13 - Select the client’s application.



Step 14 - Select the client’s application stage.



Step 15- Select the Follower if needed because the follower is a team member who will get access to the task along with the assignee.



Step 16- Add any document supporting the task from the Attachment section as shown in the image below.



Step 17- Now, click on the create button and done.

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