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Creating Tasks

Last updated on October 10, 2026.

This document details how tasks are added to a company or contact in the CRM. It includes the following topics:

  • Creating tasks assigned to a company
  • Creating tasks assigned to a contact
Note

Note: Tasks can only be created for a contact or a company.

Creating tasks assigned to a company

To create a task for a company:

  1. Navigate to the CRM from the main menu.
  2. Select Companies.
  3. Find the company to which you want to assign a task and select its View action link.
  4. Navigate to the Tasks tab.
  5. Select ADD TASK.
  6. Fill out the form.
  7. Select ADD TASK.

These are the input requirements and descriptions for adding a task to a company. New tasks start as Open. To complete a task, select Mark as completed on the task.

Input LabelTypeRequiredDescription
Task Name Text Field Yes Name of the task.
Description Text Area No Description of the task.
Assigned To Dropdown Field Yes Team member assigned to resolve the task. The list is populated by the Administrators of the instance.
Due Date Calendar Yes Due date of the task.

Creating tasks assigned to a contact

To create a task for a contact:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Find the contact to whom you want to assign a task and select its View action link.
  4. Navigate to the Tasks tab.
  5. Select ADD TASK.
  6. Fill out the form.
  7. Select ADD TASK.

These are the input requirements and descriptions for adding a task to a contact. New tasks start as Open. To complete a task, select Mark as completed on the task.

Input LabelTypeRequiredDescription
Task Name Text Field Yes Name of the task.
Description Text Area No Description of the task.
Assigned To Dropdown Field Yes Team member assigned to resolve this task. The list is populated by the Administrators of the instance.
Due Date Calendar Yes Due date of the task.
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