Managing Tasks
This guide walks you through creating a new task and searching for it in the Tasks list.Prerequisites
- You have access to the Tasks module in Blank CRM
1
Open the Tasks page
Navigate to Dashboard > Tasks. The Tasks list will load, displaying all existing tasks.
2
Open the new task form
Click the New Task button. A dialog window will appear where you can enter the task details.
3
Enter a title
In the Title field, type a descriptive 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 message will briefly appear at the bottom of the screen to let you know the task was created successfully.
5
Search for the task
After saving, you are returned to the Tasks list. Type a keyword from your task’s title into the Search field. The list will automatically filter to show matching tasks.