How to Create a New Task?

TutterflyCRM provides task management to track and manage all of your sales tasks easily. Learn how to use them to get the best out of your CRM.

What are Tasks?

Tasks are to-do items that require completion by the user whom you have assigned the task. We can relate tasks with any of the leads, contacts or campaigns.

Create New Tasks

Step 1: Go to ‘Tasks’ and click on ‘+New’ button.

Step 2: At last! We are almost at the end. From the ‘Add New Task’ box, fill in all the fields to proceed to the next step.

Note: It is necessary to mention the ‘Status’ and ‘Subject’. If related to ‘Person Accounts’, the name of the Account is a must. If related to ‘Account’, the name of the Account and contact name are essential.

Step 3: Great! Now, click on the ‘Add’ button to add a new task into the system. A message box will appear indicating that the task has been created.