How to Manage Tasks

Overview:
Tasks help you keep track of to-dos and follow-ups within the CRM.

Steps:

1. Navigate to "Contacts" > "Tasks" from the main menu.

2. Click "+ Add Task" in the top-right corner.

3. Fill in the task details:

   • Title

   • Description

   • Due date

   • Assigned user

4. Save the task.

5. Use filters and sorting options to manage and view tasks efficiently.