How to Create a Custom Single-Step Task


Tasks are essential to keeping track of the things you need to do on a day-to-day basis. In order to work faster and more effectively, we encourage you to pre-load all of the tasks that you regularly perform in the course of your day.

Note: You must have Administrative permissions to create a custom task.


You can add Tasks to your account as follows:


Step 1: 

  1. Select the "Admin" tab in the left navigation menu
  2. Locate the "Manage Modules" section in admin screen (second block from the right)
  3. Click on the "Task Module" link in this section

  4. You will see an orange button labeled "Add Task".  Select this and create your new Task.
  5. In the "Add Task" screen, type in the name of your custom task into the "Task Name" field.

  6. Click on the orange "Save Task" button to save this custom task.
  7. Now, when you are in a contact record assigning a task you will see this custom task and will be able to select it to save some time.


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