Help Center

How to Add Task

To make life easier for you, the feature to create a task within your back office is made available.
This does not only allow you to create business-focused tasks, but also personal tasks that you need to be reminded about.

To add a task, just follow these steps:

1. Click Actions button at the top of your dashboard.

2. Select Task.

3. Fill in the required fields :

> Title - the name of the task
> Task type - if it's business or personal
> Priority

4. Add due date.
*You can skip this.

5. Connect task to a contact.
*Do this only if the contact is already in the system.

6. Write your notes.

7. Click Save.



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