Creating/Managing Tasks on an Account Page

All open and completed tasks relating to an Account are listed within this tab. Users can also create new tasks from here.

To view/edit an Open Task, click into the Tasks tab, on the right-hand-side you can filter on Open or Completed tasks. Click on the task you want to work on and the Task record will open on the right side of the page. [Below]

To view/edit an Completed Task, click into the Tasks tab, on the right-hand-side you can filter on Open or Completed tasks. Click on the task you want to work on and the Task record will open on the right side of the page. [Below]

To create a new Task, simple click into the Add task box and type in a task title/heading. A black Task record will open on the right side of the page for you to complete. [Below]