Managing Tasks
This guide walks you through navigating to the Tasks module, creating a new task, and finding it using search.Prerequisites
- You have access to the Blank CRM dashboard
1
Open the Tasks module
Navigate to Dashboard > Tasks from the main menu. The Tasks page will load, displaying your existing tasks.
2
Create a new task
Click the New Task button. A dialog will appear prompting you to enter the task details.
3
Enter the task title
In the dialog, fill in the Title field with a name for your task.
Title is a required field. You will not be able to save the task without entering a title.
4
Save the task
Click the Save button. A confirmation notification will appear briefly on the screen to confirm the task was created successfully.
5
Search for your task
To locate an existing task, type a keyword into the Search field at the top of the Tasks list. The list will automatically update to show matching results.