You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Tasks

The Tasks page is accessible by clicking on the Tasks section in the main navigation bar on the top of the screen.

Tasks allow you to keep track of pending tasks that need to be handled and are displayed in the list or on the calendar on the homepage. Tasks can refer to leads, accounts, contacts, opportunities, quotes, or contracts.

Make sure to mark the task as "closed" once it has been completed.

Adding a new custom task

  1. Navigate to the Tasks,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button on the bottom right corner.

Adding a new task for a lead

  1. Navigate to the Leads  select a lead,

  2. scroll down to the "tasks" page block,

  3. click on the + Add button.

Adding a new task for an account

  1. Navigate to the Accounts  select an account,

  2. scroll down to the "tasks" page block,

  3. click on the + Add button.

Adding a new task for a contact

  1. Navigate to the Contacts  select a contact,

  2. scroll down to the "tasks" page block,

  3. click on the + Add button.

Adding a new task for an opportunity

  1. Navigate to the Opportunities  select an opportunity,

  2. scroll down to the "tasks" page block,

  3. click on the + Add button.

Adding a new task for a quote

  1. Navigate to the Quotes  select a quote,

  2. scroll down to the "tasks" page block,

  3. click on the + Add button.

Adding a new task for a contract

  1. Navigate to the Contracts  select a contract,

  2. scroll down to the "tasks" page block,

  3. click on the + Add button.