How to Create a Task on a Contact via Contact View

Location: Contact Record View/Tasks Section

Overview: The quickest and easiest way to create a task on your own, or another contact is to visit the relevant contact record, go the Tasks section and enter the task using the quick create fields.

Watch: View this quick tutorial to learn more about creating and working with tasks on your own record, as well as on a lead contact record.

See Also: Work with Your Tasks via the Finder

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Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View