Go to Schedule, click Add, and choose New task. Type a task title, set a due date, and click Create task.
Steps
- Click Schedule in the sidebar.
- Click Add, then New task.
- Type a Task title, for example "Call Avery about the demo".
- Add a description if you want one.
- Set the options along the bottom:
- Priority, which starts at Medium
- Due date
- Myself, to choose who the task is for
- Checklist, to add steps
- Related to, to link the task to a lead or a deal
- Click Create task.
The window also has a Meeting button at the top, so you can switch to a meeting. See How to schedule a meeting in FlowForce.
Finish a task
Open Schedule, click View as list, and click Done on the task. See How to use the Schedule calendar in FlowForce.
Tasks from other places
Sequences can add tasks for you, such as a call step. Call steps are manual. Open the task, make the call and log the outcome. See How to read your sequences and what each status means.
If it did not work
Create task is greyed out. A task needs a title.
The task is not on my calendar. Check that Assigned to me is set to show your items, and that your filters are cleared.