This article will show you how to create tasks in your CRM. Tasks differ from calendar events in that they are to-do items rather than scheduled calendar events (e.g. meetings). Easily log tasks to things like contacts, deals, and properties to refer to the activity and report on in the future.

The Today's Tasks component on the home page will provide you with a snapshot of your tasks based on your filter criteria:

To view all of your tasks, click on 'View All'. This will take you to the Tasks tab. Here, you have the ability to view, edit and create tasks.

There are four places where you can create a task:

All four methods are described as follows:

You can also create recurring (or repeating) tasks, but this option must first be added to the layout. Refer to the video below for instructions on how your system administrator can set up recurring tasks.

Recurring tasks can only be created from within the Tasks tab. A recurring task cannot be created in the activity panel or the global actions menu at this time.

Want to add Tasks to your Rethink calendar? Simply create a new calendar (click the settings cogwheel and choose New Calendar) and make the following selections.

Now, you can see task due dates in your calendar alongside your events!

Tasks are based on due dates (date only) and are not time-dependent (date/time). To create time-based tasks, ask your Rethink system administrator to replace the Due Date field in the Task layout with a custom Date/Time field. When creating your calendar, ensure that you select the new Date/Time field as Field for Start.

For additional help, please click here to view a Salesforce Help article about Tasks.