Here are the steps on how to create a new task.
Step 1
Navigate to the task section.
Step 2
Go to the tasks section and click on the " + task" button.
Step 3
The create task pop-up will open.
Fill in the fields as required.
Task type
The available options are as follows:
- LinkedIn - tasks that are mostly completed within the LinkedIn platform
- Call - creates a task for you to call the contact
- Reminder - creates a reminder task for you to action
- Email - creates a task to send an email
Task description
Let's you provide a detailed description of the task.
Contact
Choose the name of the contact for this task.
Assigned to
Assign the task to yourself or a team member.
Priority
Set the priority of the task to either (High, Medium, Low).
Due Date and Due Time
You can specify the due date and time for you to complete this task.
Step 4
Click the "save" button when you are done, and the tasks will be added to your task list.
