Create Tasks in Task Manager

Have more questions? Submit a request

Steps to Follow

  1. Launch Task Manager.
  2. Navigate to the Tasks tab > Click the Add button (top right of the page)
  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

Video Walkthrough

Articles in this section

Was this article helpful?
1 out of 2 found this helpful