How tasks work
A quick look at Tasks: create a task, link it to records, assign it and attach documents.
What you will learn
- Create a task
- Click New task, write a name and a description, and set the date and the assignee.
- Link and attach
- Link the task to records and attach documents to it.
- Follow it up
- Open a task to comment on it and see its activity.
Quick tours
3 lessonsApprox. 4 min
Your progress0%
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