Create tasks

Proceed as follows to create a task:

• Click on Tasks in the navigation bar.
• The Tasks list opens.

• To create a new task, click on New in the action bar.
• The task card is opened.

• Click in the Description field. The fields No. and Date are automatically filled in by the system.
• Enter a description text.
• In the End date field, specify the date on which the task should be completed.
• In the Contact tab, click in the Contact no. field and select the contact to which this task relates from the drop-down list. The other fields in the Contact tab are then automatically filled in with the information stored for this contact.
• In the Salesperson tab, select the salesperson to whom this task is to be assigned.
• In the Machine tab, click in the Machine no. field and select the machine to which the task relates from the drop-down list.
• In the action bar under Status, click Task in progress to assign the task to the salesperson.

You have created a task. If you have assigned the task to a salesperson, they can now see it on their dashboard.