The Tasks module allows you to record, assign, and track action items and to-do items. Tasks can be related to other records so that outstanding actions are visible from the relevant Account, Contact, Opportunity, or Case.
Subject: the name or description of the task. Required.
Status: where the task stands: Not Started, In Progress, Completed, Pending Input, or Deferred.
Priority: the urgency of the task: High, Medium, or Low.
Due Date: when the task needs to be completed by.
Start Date: when work on the task is expected to begin.
Related To: links the task to a parent record (Account, Contact, Opportunity, Case, etc.) using a relate field. The task appears in the Activities tile on that record while open, and moves to the History tile once closed.
Contact: links the task to a specific Contact record.
To create a Task:
In the module menu, click Create Task.
Complete the fields described above.
Click Save.
Tasks appear in the Activities tile within the Relationships section of the record they are linked to. Completed or closed tasks move to the History tile.
For information on working with sub-panels and relationships, see Relationships and Subpanels.
For standard record operations including searching, editing, duplicating, and importing, see Record Management.
To mark a task as done, open its Detail View and select Close from the Actions drop-down.
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