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
- Permissions: Any user with permission to create a Task.
- Product Plans: Embark/Elevate
- Activities to be Completed: None
Steps
Step 1
Click on the Add button on the 'Tasks' listing page.
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.
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