Tasks

Tasks Summary
Create and keep track of all the daily tasks on Business Manager. Define what as to be done, from a simple call to a business trip: its due date, description, parent type (account opportunity, need or contact) and associated files. Once created, the task can be edited, note added, closed and reopened. Every aspect was thought towards your company's efficiency.

• How do I create a Task?
Click the New Task button from the menu on the top of the page, next to the Business Manager logo. Enter the details you want about that task in the specific fields available and, if you like, define the category that specific task belongs too. You may upload relevant files related to the new task at the bottom of that page and even associate it with a previously created account, opportunity, need or contact.

• How can I quickly create a Task?
Click the Tasks button or the Home button on your Business Manager toolbar. On the right, you will find a Create quick task area where you can create the tasks you want with just four steps. If you want to create a more detailed task, follow the create a full task link or click the new task button next to the Business Manager logo and enter the details you have about that task in the specific fields available. All opportunities can be edited and have further details aggregated at any given time.