How to create Task from Partner and 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 Options 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 options to identify whom the 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.

Related to Client:-

Step 11- Select one of the given options to identify whom the 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.

Related to Partner:-

Step 11- Select one of the given options to identify whom the 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.

Related to Application:-

Step 11- Select one of the given options to identify whom the 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.