Keywords

Tasks

<p><br/></p> <h2><span id="create">To Add a Task to a Contact:</span></h2> <p><br/> 1. Select the Contact you would like to assign a task to. <br/> <br/> 2. Click the profile icon an navigate to the <strong>Tasks</strong> link.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Companies/Select%20Tasks.png" alt="" title="" /> <br/> <br/> <br/> 3. Click the <strong>Create</strong> button on the top of the grid.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Companies/CreateTask.png" alt="" title="" /> <br/> <br/> <br/> 4. Fill in necessary fields and click <strong>Save Task</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Companies/SaveTask.png" alt="" title="" /> <br/> <br/></p>