How do I Add a CRM+ Task?

  Overview

CRM+ Tasks can be added to any/all entities with the CRM+ capability. See What is RecDesk CRM+?

  Navigate to the entity to which the Task will be Added. Then click  Tasks

Adding a CRM+ Task

1. Click on +New task;
2. Enter task name;
3. To assign a task (optional), select a RecDesk User from the Assigned to drop down;
4. If you assigned the task to a user, you may optionally check the box to Notify the user by email. See Notes here
5. Set a Due date for the task (optional);
6. Add any Additional notes to the task (optional);
7. Click Save.

  Notes:

The email will contain a link to the Task List where the task is assigned so you can go directly to it from the email.