Information about Task Management
Previously, when you created a task—whether from the Contacts, Deal Card, Tasklist module, or the ‘add task’ option throughout the module—and added it to the
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task
If you want to create a new task based on the contact details of the existing task that you’re marking as done, you can do
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