Create, edit and clone a task

You use the task form to note something that needs doing, who does it and by when. Once it's saved, the task shows on the record it's for, and its owner gets a reminder on the day it's due.

For example, a customer asks for a proposal by next Friday. Click Create Task, type "Send proposal" as the title, pick the customer under Related To and pick next Friday as the Due Date. Set the Priority to High, because the deal depends on it, and click Save.

Before you start

• To create or clone a task, you need the Create Tasks permission. To edit one, you need Edit Tasks. To delete one, you need Delete Tasks.
• To edit or delete a task, you must be its owner or the person who created it.

Create a task

1. Click Create Task on the Tasks page, or click + at the top of any page and choose Task.
2. Fill in Task Information. Fields marked * must be filled in.
3. Add Notes if you like.
4. Click Save.

Create a task from an email

When a customer's email needs a follow-up, create the task straight from the email, so you don't forget it. For example, a customer asks for a proposal by next week. You open their email and add a task to send it.

1. Click Emails in the sidebar and open the email.
2. Click Create Task. A short form opens under the buttons.
3. Check the title. It starts as "Follow up:" and the email's subject. Change it if you like, such as "Send the proposal".
4. Pick the due date, or click Today, Tomorrow, This Week or Next Week.
5. Click Create Task.

The task is yours, with Medium priority, and it's linked to the lead or contact the email belongs to. The email must be linked to a lead or contact first. If it isn't, Create Task is greyed out. See The email client.

Edit a task

Click ⋮ on the task's page or on its row, then Edit. Change what you need, such as the owner or the due date, and click Update.

If you give the task to someone else, they get an email, and so does the old owner. To reopen a completed task, edit it and change the Status.

Clone a task

Cloning saves time when you need the same task again, such as for another customer.

1. Click ⋮, then Clone, and confirm.
2. A copy called "Title (Copy)" opens, with the status set back to Not Started.
3. Change what you need and click Update.

Only you can see the copy until you click Update.

Delete a task

Click ⋮, then Delete, and confirm. You can't restore a deleted task.

Troubleshooting

Related

• Tasks overview
• The task detail page
• Activity purposes and outcomes