How to create a Task in Kylas CRM?

How to create a Task in Kylas CRM?

This article covers the steps for creating a Task, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Task.

Prerequisites

  1. Permissions:  Any user with permission to create a Task.
  2. Product Plans: Embark/Elevate
  3. Activities to be Completed: None

Steps

Step 1
Click on the Add button on the 'Tasks' listing page.
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Step 2
Fill in the details of the new Task in the Task creation form that opens after step 1. Select the user to whom the task needs to be assigned.



Step 3
After filling in the Task details in step 2, click on the Save button. Then, a success message will be presented; after which the user will be directed to the 'Task list' page, where the Task records will be displayed.