Tasks help you track customer action items and to-dos in a structured and organized way, so that you can easily review task status and details, and successfully close a task within the expected timeframe.
You can manually add a task via the global "Add New” button in the navigation bar or within each individual account's details page
When adding a task, you can specify the following task details:
Account name: the name of the account the task is for
Task name: name of the task
Details: description of the task
Priority: the priority of the task
Due date: the due date of the task
Category: Category of the task
Owner: the assigned team member to the task
Watchers: other team members who should monitor and receive updates from this task
Sub-tasks: checkbox items or additional tasks associated with the task
Attachments: documents linked to this task
You will be able to track, manage and update tasks on the specific Account's Details - Tasks page or on the main Tasks page.