How do I add a task in the CRM?

Last updated: December 16, 2016

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There are two ways to add a Task in the CRM. Take a look at the different ways to add a task below.

From the Contact, Company, or Deal record: 

  • Navigate to the Contacts, Companies, or Deals > click on the name of the contact, company, or deal that you want to add a task for.
  • Click the Create Task tab.
  • Enter the details for your task (click Add details to add more to your task like due date and type.)
  • Click Save task.


From the Tasks Dashboard:

  • Navigate to Tasks.
  • Click the Create a task button.
  • Enter a title and adjust due date as needed (these can both be edited later.)
  • Click Add Task.
  • Once your task has been added, click on the name of the task from the list to add more details like due date, type, notes, etc.
  • At this point, all changes you make to your task will be automatically saved.