Task | How do I add a task?

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

• Load a task template or set the subject of the task and a brief description
• Complete the relevant task tabs as needed

Within Task area

• Navigate to Tasks from the left hand menu

• Under List select All Tasks
• Click Add to add a task

As you are not in a client, ensure you add the entity along with updating the other task details