Web Based CRM solution Help Desk

What is a Task?

A task can be likened to an item on a to-do list. It is something that requires further action and usually needs to be completed by a specific date. You can create tasks for accounts, cases, contacts, leads, opportunities and solutions.

Viewing Tasks

Click the Home button located at the top of the page. This will take you to the Home page.
Tasks are listed under the My Tasks section of the Home page.
From the Show drop down box, located in the top left corner of the My Tasks section, select a method by which to generate a summary of your tasks. A summary will be displayed a few seconds after you make a selection.
To view a listed task in detail, click the View link.

Creating Tasks

Click the Home button located at the top of the page. This will take you to the Home page.
Click the Add Task button located in the My Tasks section. This will take you to the New Task page.
Fill in your task information using the Task Information, Description Information, Follow Up Task Information and Follow Up Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
To link the task to a current record, first select a record type from the Linked to drop down box. Then click the list ( ) icon to select a specific record to link to.
If you want to create a follow up task, first click the Follow Up check box located in the Follow Up Task Information section. Now fill in your follow up information using the Follow Up Task Information and Follow Up Description Information sections. Be sure to fill in all required fields.
Save your task using either of the following two methods:

Select the Save & New button to save your new task. You will then be presented with a blank form on which you can create another new task.
Select the Save button to save your new task. This will bring you to a summary page for the new task. From this page you can Edit or Delete the task.

Linking Tasks

When creating or editing a task you have the option to link the task to a particular Account, Contact, Case etc.

To link a task to a record, first select a record type from the Linked to drop down box located in the Task Information section.
Now you need to choose the specific record you want to link the task to. Say, for example, you chose to link to an Account. You now need to choose which account to link to.

Your task will be linked to the record you chose as soon as you save it. The task will also appear in the Related Records section on the details page when viewing the record it is linked to.

Editing and Deleting Tasks

Click the Home button located at the top of the page. This will take you to the Home page.
Select a listed task from the My Tasks section by clicking the View link. If the task you are looking for is not in the list, change the viewing criteria by making a different selection from the Show drop down box. A list of tasks matching your new selection will be displayed in a few seconds.
Once you have selected a task, you will be directed to the Tasks page, which displays the task details.
You can now Edit or Delete the task.

Edit a Task

Click the Edit button. This will take you to the Edit Task page.
Make your changes to the task.
Click the Save or Save & New button to save your changes. Click Cancel if you do not want to save any changes.

See Also: Creating Tasks

Delete a Task

To delete the task, click the Delete button.
You will be prompted to confirm that you want the task deleted. Click OK to delete the Task. Click Cancel if you do not want to delete the task.

Task History

Activity History

The Activity History tab is available in the Related Records section when viewing a record in detail. It displays a list of completed tasks for that particular record, being an Account, Contact, Lead etc. Some record types cannot have tasks associated with them.

Log a Call

When viewing a record in detail, click the Log a Call link located in the Summary section above the record details. This will enable you to quickly create a task concerning a customer phone call. The default status of the task will be Completed. You can log calls pertaining to Accounts, Contacts, Opportunities, Leads, Cases and Solutions.