How do I create a new Task from the Contact view? : Formitize Help Desk

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How do I create a new Task from the Contact view? Print

Modified on: Thu, 20 Jun, 2024 at 11:05 AM

To create a Task that is attached to a specific client, in the Web Portal go to CRM > Contacts > Select the Edit arrow for the Contact > in Task tab in Communication, click + New Task.

Fill out the information in the drawer that pops up from the right of the screen and click Save.

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How do I create a new Task from the Contact view? Print

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