Tasks
6 articles
Adding Notes in the Activity & Note VisibilityThis article outlines how to add a note to a record in the CRM. This could be an Opportunity, Problem, Contact or Company.
Making Tasks Required or Optional for Opportunity & Problem Statuses (Preview)How to edit whether a task is required or optional for opportunity & problem statuses.
Setting a Task (Private Preview)This article outlines how to set a Task within the CRM.
Completing a Task & Adding an Outcome (Private Preview)This article outlines how to mark a Task as complete and add an Outcome to the Task if required.
Viewing your Tasks List (Private Preview)This article outlines where you can view your Tasks list and takes you through the sections of the Tasks list.
How to Edit a Task (Private Preview)This article outlines how to make changes to a Task, cancel a Task, and reopen a Task.