Create Tasks

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How to Create Tasks in Task Manager:

  1. Launch Task Manager.
  2. Navigate to the Tasks tab > Click the Add button (top right of the page)screenshot-task-manager.biz-2021.12.07-07_40_32.jpg
  3. Select Task.
  4. Select the Account you're creating the Task for.
  5. Enter information into all appropriate fields - Task name, Assignee, Due date, etc.
  6. Click Create Task

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