Click on "CRM & Email."
How To Create Tasks For A Specific Contact
Updated: Jun 06, 2025
Description
How To Create Tasks For A Specific Contact
Steps
1
Click on "CRM & Email."
2
Select the contact you'd like to add a task for
3
Click on the tasks tab.
4
Hit the "Add" button.
5
Enter your Task Title.
6
Video step
7
Click in the Task Description area.
8
Video step
9
Video step
10
Click in the date input field.
11
Choose the date "10."
12
Select "pm" for the time.
13
Click in the date input field again.
14
Confirm by clicking here.
15
Video step
16
Click to select the Assignee.
17
Choose "Sophie Arambula."
18
Click "Save" to finish.
19
Click here to proceed.
20
Click on "Pending."
21
Select "Completed."
22
Click the element shown.
23
Click on "Completed" again.
24
Choose "All" tasks.
25
Click on "Select user."
26
Select "All" from the dropdown.
27
Click on "All" once more.
28
Choose "Sophie Arambula."
29
Click on "Sophie Arambula" again.
30
Select "Roman Rosario."
31
Click on "Roman Rosario" once more.
32
Choose "All" from the options.
33
Click on "Due Date (ASC)."
34
Finish by selecting "Due Date (DESC)."