With tasks management, you can organize your schedule by creating milestones related to an account and / or contact in order to better manage your time.
By clicking on the Tasks tab, the task management window will appear, this includes a calendar marking events with a red circle, as seen in the image.
To create a task click the “Add Task” button and fill in the fields. In order to reference the task with prior information or to access it in the future, associate the task with an account and / or contact with which such action is related, as shown in this video:
Once these steps are completed, the newly created task will appear on the calendar. If you would like to edit your task, simply click on it to see the task and edit it. Once the task is performed we can mark it as done (Completed) by simply ticking the box next to the title of the task as shown in the picture:
If you would like to edit your task, simply click the title and you will be taken back to the editing window, as seen in the video, now just modify your information and click Save.