How to Create a Task

There are two ways to create a task

1. Create a New Task from the main menu

• In the left-side panel, click Tasks

• Click Create Task in the top-right corner

2. Create a New Task from Contact profile

• On the right-side panel, click the blue "+" symbol under Tasks
  
  
  

Configure Task Details

• Enter a task name (for example: Urgent Task)

• Choose a task type 

• Assign the task to a user (yourself or a team member)

• Associate the task with a contact if applicable

• Set a due date

• Add a reminder 

• Configure the task to be marked missed if not completed within a set number of days

• Add a tag if you want to track or group similar tasks (for example: Urgent)

• Include an optional description for additional context

Organize with Collections

• Create task collections to group similar tasks, such as urgent or priority items assigned to your team

• Use collections to streamline task management and assignment

Save the Task

• Click Create Task to finish

• The task will now appear in your task list and any relevant collections

For additional help with tasks or collections, contact support@ggms.com.