Introduction
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      3. Introduction

      Create New Task

      Tasks can be created either manually or by an automation. In this article, we will talk about manually creating a task. This can be done from a Contact record or directly from your Task View.

      Creating a new task can be accomplished in less than a minute and will help ensure you fulfill your promises and connect with your agents, leads and borrowers at the right time.

      Create Task from within a Contact's Detail Screen

      This is the most efficient and simple way to create a task. First, when creating a task, most likely, you'll already be in the Contact Detail anyway. Additionally, when creating, it will automatically link it to the contact. This will save time and reduce the chances for human error.

      1. To begin, we'll find and open the contact we want to assign a task to. To learn more about quickly finding a contact, click here.

        Once viewing the Contact Detail page, we'll click the 'More Actions' [...] button at the top-right. Then, click on the 'Add Task' button.

        CreateTaskContact1a
      2. Next, the 'Add Task' drawer will slide-out on the right of the screen.

        CreateTaskView2
      3. When adding a task, it will default to a 'Status' of 'To Do' - This can be changed, however most likely, you will want it to remain.

        Next, follow the list of fields, what they are used for and finally, their potential requirements.
        1. Status - Required - options: To Do, In Progress, Done
        2. Subject - Required - This is free text to add the important details, for example: "Call about missing tax documents" -or- "Check-in on house hunt"
        3. Task Type - Required - options: Call, Email, Text, Other
        4. Assigned User - Required - options: You or anyone on your team
        5. Associated Contact - Optional - This is important to add if the task is related to a Contact. If you do not add a Contact, there is no way for the system to show the task in their Contact record.
        6. Due Date - Optional - This is important to add if the task must be completed by a certain date. It is also incredibly helpful if you want to see the task on your dashboard weekly view.
        7. Description - Optional - This is where you can put descriptive or ancillary information about the task. You can also consider this the 'notes' for the task. Before completing a task, most often, you will want to add the final notes or task completion details there.
      4. We will perform the above list of Task details in the animated GIF below.

        CreateTaskView3

      5. When you have added all required and optional details for the task, click the yellow 'Create Task' button.

      To learn more about creating, viewing and managing tasks from a Contact, click here.

      👍  This concludes adding a new task from contact's detail view

      Create Task from the Task View

      The Task View provides a list of all tasks - due today, in the future or in the past. Additionally, you can view tasks that are Done, In Progress or To Do, as well as tasks assigned just to you, or also, to your team. To learn more about the Task View, here is an article.

      1. To begin, click the '+ Add Task' button at the upper-right, in yellow.

        CreateTaskView1
      2. Next, the 'Add Task' drawer will slide-out on the right of the screen.

        CreateTaskView2
      3. When adding a task, it will default to a 'Status' of 'To Do' - This can be changed, however most likely, you will want it to remain.

        Next, follow the list of fields, what they are used for and finally, their potential requirements.
        1. Status - Required - options: To Do, In Progress, Done
        2. Subject - Required - This is free text to add the important details, for example: "Call about missing tax documents" -or- "Check-in on house hunt"
        3. Task Type - Required - options: Call, Email, Text, Other
        4. Assigned User - Required - options: You or anyone on your team
        5. Associated Contact - Optional - This is important to add if the task is related to a Contact. If you do not add a Contact, there is no way for the system to show the task in their Contact record.
        6. Due Date - Optional - This is important to add if the task must be completed by a certain date. It is also incredibly helpful if you want to see the task on your dashboard weekly view.
        7. Description - Optional - This is where you can put descriptive or ancillary information about the task. You can also consider this the 'notes' for the task. Before completing a task, most often, you will want to add the final notes or task completion details there.
      4. We will perform the above list of Task details in the animated GIF below.

        CreateTaskView3
      5. When you have added all required and optional details for the task, click the yellow 'Create Task' button.

      👍  This concludes adding a new task from the task screen

      Create Task from Universal Search

      Adding a quick task linked to a contact has never been easier than using the Universal Search function. This will allow adding a task without having to link the contact or even entering the contact detail.

      On the upper-left, look for the Universal Search box. Click there and begin typing the contact name, email or phone. Once you see the contact listed, click the 'ellipsis' (drop-down) and choose 'Add Task'. As seen in the animated GIF below.

      CreateTaskUniversalSearch1

      Next, just follow along as in the previous steps for adding the task details.

      👍  This concludes adding a new task from the universal search.