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How can I add new tasks?
To add a new task, please go to CRM->Activities->"New Task"
OR
CRM->"Add New" (Top left button) -> "Task" option in drop-down.
You will be asked to fill the following fields:
- Assignee*
- Subject*
- Due date
- Reported By
- Lead*
- Status
- Priority
- Send Email Notification
- Show In Calendar
- Description
After completion of the fields press the Save and Close button. Note: Starred (*) options are required.




