Step 2: Set up Tasks
Tasks help you get things done.
This video covers how to schedule or create recurring tasks about a contact/note/email/case/deal, use task categories, reschedule and complete tasks, and receive task reminders.
Learn other ways to get the most out of tasks:
- Add your tasks to a calendar
- Reminders and notifications
- Setup recurring tasks
- Create tasks via email
See all articles about Getting Started