How to Create a Task on a Contact via Contact View

Location: Contact Record View/Tasks Section

Overview: The quickest and easiest way to create a task on your own, or another contact is to visit the relevant contact record, go the Tasks section and enter the task using the quick create fields.

Watch: View this quick tutorial to learn more about creating and working with tasks on your own record, as well as on a lead contact record.

See Also: Work with Your Tasks via the Finder

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Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

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