Add a Task to a Contact

There are two ways to add a Task to a Contact:

1. Directly from List View when you are in the Contacts module.
2. When you have a Contact record open.

All Tasks that you create will appear in the Timeline area of the Contact record they are linked to.

You have the option to type text, record an audio file to attach, or add both typed text and an audio file to a Task.

For more information about the features available, see our Task guide.

Add a Task from List View

• Navigate to Contacts on the CRM menu.
• Ensure you are in List View.
• Click on the Task button on the main toolbar.

Creating a Task from List View in Contacts

 

 

 

 

 

 

 

 

 

• A Task form will appear on the page.
• Select the Company and/or Contact record you would like to apply the Task to.
• Type or record your Task.
• You can also format your text and insert image files or links from the formatting toolbar.
• Click on Save when you are finished.
• The Task will now display in the Timeline area of the chosen Company and/or Contact you selected.

The Task form in Contacts when in List View

Add a Task directly from a Contact record

• Navigate to Contacts on the CRM menu.
• Open the Contact you want to add the Task for.
• Click on the Task button on the activity toolbar.

Adding a Task from a Contact

 

 

 

 

 

 

 

 

 

• A Task form will appear on the page.
• The applicable Contact and Company will be already filled.
• Type or record your Task and click Save.
• You can format your text and insert image files or links from the formatting toolbar.
• The Task will now appear in the Timeline area of the applicable Contact and Company records.

Adding a Task directly from a Contact