Important: All tasks require an associated contact to save properly. You can always create an internal contact if you just want to create the task for yourself.
Web App
Creating a Task
Navigate to Calendar via the left navigation bar.
Ensure you're in Week view.
Click your desired time slot on the calendar.
In the pop-up, select Create Task.
Fill out the required fields, including selecting a contact.
Click Add Task to save.
Your task will now appear on the calendar at the scheduled time.
Editing a Task
Click the task on the calendar.
Select Edit from the pop-up.
Make your changes and save.
Completing or Deleting a Task
Click the task on the calendar.
From the pop-up, choose:
Mark Done to complete the task
Trash icon to delete the task
Mobile App (iOS & Android)
Creating a Task
Tasks cannot be created directly from the calendar view on mobile. Instead:
Navigate to the desired contact's page.
Scroll down to the Tasks section.
Tap the + icon next to Tasks.
Enter the task details.
Tap Add Task to save.
Your task will appear on your calendar once created.
Editing, Completing, or Deleting a Task
You cannot manage tasks directly from the calendar on mobile. Instead:
Return to the contact's page where the task was created.
Locate the task in the Tasks section.
Tap the task to edit, mark as done, or delete.
Tip: Tasks are tied to specific contacts, making it easy to track all scheduled activities for each customer in one place.