Tasks can be assigned to any type of record (Contract, Contact, Organization, Assignment, Document, or Request.) New tasks may be created manually from within a record or via the Tasks grid and then associated with an existing record. Tasks may also be created automatically via workflow.
Adding the task from the Tasks Sub-grid within a record
Open the record.
Scroll to the Tasks Sub-grid and click .
Fill out the Task Details. Fields marked with * are required.
Task Type*
Due Date*
Parent Record Type* (from the open record)
Parent Record* (from the open record)
Organizational Ownership* (from the open record)
Completion Notes Required (A toggle that requires completion notes to be entered before completing the task)
Assigned To* (choose from Owner, Associated Contact, Contact, User, Department or Role)
Assigned By
Status*
Task Description. Text entered here appears in the task pop-up.
To send an email alert associated with the task, set the Create Email Alert switch to
and enter the alert details. For more information, click the How to Add an Alert link.
Finally, click .
Adding a task from the Tasks grid
1. Select Tasks in the navigation menu
2. At the top of the grid, click .
3. Fill out the Task Details (see details above).
4. Click .