Tasks
Create and track tasks for you and your team.
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- How to create and track tasksOn the contact record, open Tasks and click Add Task; enter a title, due date and time, choose who it's assigned to and save. To see and track all your team's tasks (including internal tasks with no contact), go to Contacts › Tasks.
- How to link a task to several contacts, opportunities or companies and filter the task listWhen creating or editing a task (in Contacts › Tasks or on a contact, opportunity or company page), use the Associate To field and Add Association to link up to 10 records of each type. The same task shows on every linked record, and you can filter the list by contact, opportunity, assignee or status.