Creating A To-Do

Create a To-Do and assign tasks to be completed to your internal team members by sending a reminder to their mailboxes. To create a task, follow the below steps:

1. Click on the Contact for which task has to be created.

2. Click on the Add To Do icon above the tabs.

3. The Calendar window is displayed. In Creating To Do panel, you can add the details for creating the task. The details included are:

• To Do: Input the task name
• Description: Specify the description of the task
• Assigned to: Task gets assigned to the user automatically
• Related To: Task gets related to the module automatically
• Status: Select the status of the task if it has started, is in progress, completed, planned, etc
• Priority: Select the priority of the task if it is a high-priority, low-priority or medium-priority task
• Send Notification: Check the box if you wish to send a notification to the team.
• Contact: Search the contact from the Contacts Module with whom the task has to be associated. 
• Schedule Event: Choose Time & Date to send a notification and specify a due date to complete the task

4. Click on Save.  

5. The Event will be listed in the Activities Panel under the More Information Tab. Click on the Edit or Delete icons to make changes.