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.