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You are here: Appointments and tasks > Creating a task

Creating a task

  1. Right-click or hover over New | Task.You can also click New Task from the calendar area.
  2. Enter the details on the page.
  3. The time and date fields under Due Date/Time are automatically populated with the current date and a time 30 minutes into the future.
  4. Click Save.

See Also:

Creating an appointment

Adding attachments to tasks

Scheduling unlinked communications

Scheduling a quick appointment or task

Changing the status of a communication