New Task
New Task Instructions
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Step 1
Navigate to the Task Assigned By Me section in your CRM.
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Step 2
Click on the New Task button to open the Add Task form.
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Step 3
Fill in all the required details accurately in the form.
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Step 4
Tick the IsActive checkbox to make the task active.
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Step 5
Click the Add Task button to successfully create the task.
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💡 Pro Tip: Efficient Task Creation
Ensure all mandatory fields are completed before submission. Verify the task details and activate it only when ready to assign.