How To: Create a New Task
Table Of Contents
The Tasks tab within CRM Manager allows you to create and manage tasks for yourself or other users. Tasks can be linked to customers or suppliers, assigned a priority and type, and broken down into smaller activities to help track progress.
You can also create reminders and associated actions to help ensure important tasks are completed on time.
Create a New Task
- Open the CRM Manager screen (show me how).
- Select the [ Tasks ] tab.
- Press Alt+E or click Edit to enter edit mode.
- Click New or press F3 to create a new task.
- Enter the task details in the grid, including:
- Basic Description
- Priority
- Task Type
- Any other relevant information required for the task
- If the task relates to a customer or supplier, assign a company by:
- Pressing F8, or
- Right-clicking the task and selecting Assign Customer from the context menu
- If required, add further detail in the Task Breakdown grid to divide the task into smaller activities.For more information, see the Task Breakdown Grid section.
- Press Ctrl+S or click Save to save the task.
Creating an Associated Action
Once the task has been saved, you can create an associated action if a reminder or diary entry is required.
- Right-click the task in the grid.
- Select Create Associated Action.
Associated actions can be used to:
- Create diary reminders
- Schedule follow-up activities
- Prompt users when actions are due
- Track related CRM activities
The availability of reminders depends on your CRM configuration settings.
Tips
- Use meaningful task descriptions so other users can quickly understand the purpose of the task.
- Assign priorities to help identify urgent work.
- Link tasks to customers or suppliers whenever the activity relates to a specific account.
- Use task breakdowns to record work completed and time spent on larger activities.
- Create associated actions for tasks that require reminders or scheduled follow-up.