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Creating Tasks
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- To create a new task, click New Task on the button bar
within Tasks.
- Fill in the required sections to create the new task.
- A start, due, and completed date can be added. Users can setup
the task's subject, type, priority, and regarding fields.
- With the "Regarding" field, tasks are tied in with the
corresponding account, or with the relevant contact if selected and
will be viewable on the Account List or Contact List
screen.
- Tasks can be assigned a "Recurrence" in which the due date is
set to each occurence of the task. The most recent tasks created
are displayed in the Homepage Task portlet.
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