Users can create tasks, give the task a subject, enter due date, etc., assign tasks to other users, send them an email notification, add attachments and add a recurrence if the task needs to be performed frequently. Users can also link tasks with a corresponding account, contact or opportunity by using the Regarding field. This allows the person doing the task to see who he is doing the task for and view information about the contact, such as company, address, phone number, etc.
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To create a new task, click on the button bar within .
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Fill in the required sections to create the new task. A Start Date, Due Date, and Completed Date can be added. Users can also fill in the task's type, priority, and regarding fields. The task subject field is mandatory.
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If the task is tied to a account, contact, or opportunity, select the corresponding entity within the Regarding field, then click on the button that appears to the right of the Regarding field after making a selection of the object (an account, a contact, or an opportunity).
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Tasks can be assigned a Recurrence in which the due date is set to each occurrence of the task.
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Attach documents to a task by clicking the link. This will bring up a new popup. A document can be attached to the task by browsing to the file, clicking the button and then clicking .
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When the fields are filled in, click to create the task or click to not create the task and exit the screen.
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The most recent tasks created are displayed in the main Task screen.
![[Note]](images/note.png)
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Note |
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In the main Task List screen you can mark tasks as complete, by selecting the tasks and pressing the button. To delete tasks, select the tasks and click the button. |