Create a task from the homepage

Owned by Matt Kepple
Nov 11, 2022
1 min read

You can create a task from the homepage

Steps

  1. Select Home in the top menu

  2. You arrive on the Homepage

  3. Scroll down to the Tasks box on the right

  4. In the text field, start typing your task

  5. Press the More Options button to tag the task to a Project, Contact, Metric, Colleague or give it a deadline

  6. Press Save Task

  7. The task is now created