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.
Plus icon will open up a form at the right side of the screen to allow you to add more information about the task including:
- Task template
- Task name
- Task Type
- Contact Name
- Task Description
- Due Date
- Add Attachment (if any)
Adding task in Task List widget is independent of any specific contact, prospect or deal. However, there are a couple of other places to add tasks that will show up in the same widget but they are dependent on contact or deals.
1. Add Task in Account > Contact > Task
2. Add Task in DealBoard > Deal Card
3. Add task from Contacts
In contacts, you can also add tasks by clicking on the 3 dots. This. this can be also done from the top bar quick add button.