How to: Create Task

How to: Create Task

To create a new appointment you should be on the project page for which you want to create a Task.

For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.

Click on Activities link from Quick Navigation Link.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

You will be taken to activities section which looks as shown below.

Activities section header

Activities section header

Click on “Add Task” to get following screen

 

Add Task in project / opportunity.

Add Task in project / opportunity.

Fill Date on which task should be completed in “Due Date”. Enter Type of Task, Type of Task is customizable, to get it customized contact support@reach1to1.com E.g. of Task Type are Queries, Send referance literature, Send samples, Arrange Demo / Presentations, Call the customer etc. Fill Description, select the executive who will perform this task and select if you want to send an Email OR SMS alert now. SMS alert is available in account after its activated from On2.biz administrator. To get SMS alerts activated in your profile contact support@reach1to1.com.

Click on

on2biz-reach1to1_1233204704323

to save this task

Once you add task you get a email alert on the due date of task and SMS alert if you have opted for SMS alerts (Contact support@on2.biz for SMS alerts). Also you will be able to see Task in Activity list in On2Biz. under “Pending Tasks”.

 

Activity List of On2Biz

Activity List of On2Biz

 

 

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