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