Creating Tasks from Homepage

How do I create and associate tasks from home page?

 

 

Tasks are a specific itemized work or a single initiative which can be associated with any number of objects like case,orders etc. So these tasks are found in nearly every application and determines what actual work must be done to support your various business initiatives.

Steps to Create Tasks

1. Click on “Tasks” from the left side navigation of the dashboard.
   
2. Now click on “Create Task” button.
3. Provide information like:
• Name - Name of the task
• Description - Description of the task
• Start and End date - Start and End date of the task
• Estimated Duration - Estimated duration required for the task
• Status - Status of the task(Not Started, Scheduled, In Progress, Completed, Aborted)
• Category - Category of the task
• Priority - Priority of the task(High, Medium, Low)
  
4. You can assign the task to multiple employees and Contacts by clicking on “Add” button.
5. Also you can link the tasks to any object, by clicking on “Add” button. Search and select the task association. 
6. Finally, click on “Create” button to get done with your task.

What happens after I create a task?

When a task is created, You can add notes, work log and documents related to the tasks.

Apart from that, task created will be shown in your Tasks view home page. This task appears in the tasks tab of any associated objects. Also a news feed item will be created to notify about the new task assigned to a particular employee.