You can add a task from the task area or from within the client.
Within a client
- Navigate to the task area within a client record
- Click on Add to add a task
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- Load a task template or set the subject of the task and a brief description
- Complete the relevant task tabs as needed
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Within Task area
- Navigate to Tasks from the left hand menu
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- Under List select All Tasks
- Click Add to add a task
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As you are not in a client, ensure you add the entity along with updating the other task details
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