How to create new task
Tasks on the mobile app can be created in several ways.
One of the ways to create a new task is to click on the “Plus” sign and tap on the “Task”.
Please make sure to fill out all the fields that are marked with *.
Another way to add a new task is to navigate to the client’s profile you would like to create a new task for and click on the button on the bottom right side of the screen.
Click on the “Add Task” option to start building the new task.
You can also create a task from the lead's profile.
Note: Now when creating a new task from the lead profile page, the lead is automatically assigned to the task.