Create a task directly from your contact profile!
Click Contacts from your workspace menu
Click on a contact to access their profile
Next, click on Add a Task
To manage your task types Click Here
Create a Task Name
Enter the Task Description
Select the Task Type
*To manage your task types or create new task types Click Here
Select what user to Assign To the contact task
Next, select the task Due Date
Select if you would like this to be a repeating task either daily or weekly.
