Create a Task

You are able to create a task on your Tasks page and also on the Tasks tab for an event, account, or contact. To create a task:

1. Click the + add icon to open the Create Task slider.
2. If the task is something that is already complete, or if you are logging notes from a sales call, etc., check the Completed? box.
3. Add a title. This should be a brief description of what was done or what there is to do, such as Notes from call on 3/4 or Follow up on contract.
4. Select a task type. Task types are used to filter tasks and also for reporting purposes. If your account does not have any task types set, this field will not appear.
5. Add the date the task is due. If you checked Completed?, this field will be replaced by Completion Date, which defaults to today's date.
   Title, due/completion date, and type are the only required fields for tasks.
   
6. You can associate the task with an account, event, and/or contact. If you associate the task with any of these, the task will also appear on the task tab of the details page for that account, event, or contact. If you are adding the task on one of those pages, the appropriate account, event, or contact will be selected by default.
   If you are creating a task on the Series Event Tasks tab, you can only associate tasks with events in that series.
   
   

   Select an existing account, event, or contact

   1. Begin typing the name of the account, event, or contact. A list of search results will appear and filter down in real-time as you type.
   2. Click a result to add it to the task.

   • If an account is selected, the contact field will automatically filter to only contacts within the selected account.
   • If both an account and an event are selected, they must already be associated.

   Add a new account and contact

   1. Type the name of the new account.
   2. Click Create '[Name]'.
   3. Select a lead source.
   4. Select a market segment.
   5. Enter an address. (Optional)
   6. Select an address type. (Optional)
   7. Type the name of the new contact.
      You will not be able to select an existing contact because they are already associated with a different account.
   8. Click Create '[Name]'.
   9. You can optionally add additional information to the contact:
      • A salutation
      • A separate first and last name. These can be used if you export a contact list for an email list or display these separately in your document templates.
      • An email address and type.
      • A phone number and type.
      • Tags.

   If you create a new account for a task, you will not be able to select an event for the same task.

   Add a new contact to an existing account

   1. Begin typing the name of the account. A list of search results will appear and filter down in real-time as you type.
   2. Click a result to add it to the task.
   3. Type the name of the new contact.
   4. Click Create '[Name]'.
   5. You can optionally add additional information to the contact:
      • A salutation
      • A separate first and last name. These can be used if you export a contact list for an email list or display these separately in your document templates.
      • An email address and type.
      • A phone number and type.
      • Tags.
7. Click Assign to Me to assign the task to yourself, or select other users from the Staff Members field to assign the task to others. If you assign the task to someone else, it will appear on their tasks page. If they have the Task Assigned to Me notification active, they'll also receive an email. For more information about email notifications, please see Email Notifications About Activity in Your Account.
   Tasks can be assigned to more than one person, but only one task will be created. If one person completes the task, it will be completed for everyone.
   
8. Add a description. If you checked Completed?, this field will be replaced by Result. Typical contents include detailed notes from a call or any information needed to complete the task.
9. When all the desired information has been added to the task, click Save.
10. Your task has been created! To view the task details, click the task in the list.