Home > eSalesTrack Help Menu > User > Activity > Task > Creating a Task

Calendar

Creating a Task

You can create tasks from more than one place in the eSalesTrack application.

You can create a new task:

1. By clicking on the clock below the search bar or in the top right of the Module form view

2. Clicking on the Add New drop-down feature in the upper right section of the screen and clicking on Add Task

3. Clicking on the new task link in the Activities tab Details page to add a task to that specific account.

4. Clicking on the Create New Task link in the Calendar home/landing page

Clicking on any of these takes you to the Add Appointment/Task page where you can add the task information.

Adding Task Information

Only the Subject field is a mandatory field while adding a task.

Subject: Add a name for the task.

Assigned To: Select which team member to assign to the task

Priority: Select the priority of the task

Status: Select the status of the task

Action: Select the action corresponding to the task

Due Date: Type in the date or select the appointment/ task date by clicking on the calendar icon () to the right.

Connected To: Select the account/contact/opportunity to assign the task to from the drop-down list.

Description: Type any additional information you want visible to the account

Click Submit to save the task.

See also