How do I create a new Task from a Contact page? : Formitize Help Desk

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How do I create a new Task from a Contact page? Print

Modified on: Fri, 31 Jan, 2025 at 11:20 AM

To create a Task that is attached to a specific client, in the Web Portal go to CRM > All Contacts > Select the Edit arrow for the Contact > select the Tasks tab and + New Task or simply select the New button and scroll down to Task.

Fill out the information in the drawer that pops up from the right of the screen and click Save.

Tasks Overview
How do I create a new Task?

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How do I create a new Task from a Contact page? Print

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