Creating a Task from the Contact Card
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Create and manage tasks assigned to a specific contact directly from their contact card.
To create and manage tasks from the contact card:
- Go to Contacts in your site's dashboard.
- Click the relevant contact to display their contact card.
- Scroll down to Tasks & reminders and choose what you want to do:
- Add task: クリック Add Task and create the task:
- Enter your task text in the Write your task here... field.
- (Optional) Click the Assign to Your Team drop-down to assign the task to a member of your team.
- (Optional) Click Select date to select a due date for the task.
- 完了をクリックする。
- Edit task: Hover over a task and click the Edit icon
to edit it. - Mark complete: Check the circle next to the task to mark it as complete.
- Add task: クリック Add Task and create the task:
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