Profile Tasks

Add a Task from a Profile

1. 1. Navigate to CRM.
   2. Click Profiles on the navigation bar, and then click All Profiles.
   3. Click the profile to which you want to add a task.
      
      
   4. Click Add on the profile's Tasks card.
      
      
   5. Enter the applicable Create Task information, and then click Create.
      • Label and Due Date are required fields. 
        • Label - The name given to the task.
        • Due Date - This is the date the task needs to be complete. 
        • Assignee - To whom this task will be assigned.
        • Task Type - System defined options to better classify tasks. Task type options include Call, Report, Meeting, Deadline, General, Email, and Mail.
        • Details - Any additional information the assignee needs to know can be added here.
        • Files - Files that may be related to the task can be attached by dragging and dropping the file or by clicking Choose Files and navigating the File Explorer. 
          

Add a Task from the Tasks Page

1. Navigate to CRM.
2. Click Tasks on the navigation bar, and then click Tasks.
3. Click Add Task.
   
   
   
4. Follow step 5 instructions from above to add task details.

Add a Profile to the Task

A profile can be added to the label record on the Task page.

1. Navigate to CRM.
2. Click Tasks on the navigation bar, and then click Tasks.
3. Click the task Label.
   
   
   
4. In the Profiles area, enter the profile name in the Search field and select the profile from the drop-down list.
   
   
   • A task added using this process can be found on the profile's Tasks card.
     • Click the calendar icon to download a calendar .ics file that can be used to add the task to your Outlook calendar. Refer to Add and import calendars for detailed guidance.
       

View and Edit a Task from the Tasks Page

1. Navigate to CRM.
2. Click Tasks on the navigation bar, and then click Tasks.
   • • Click a column header to filter by that column.
     • Click the Calendar tab to view your tasks using a calendar view.
3. Click the task Label.
   
   
   
4. Click Edit.
   
   
   
5. Edit the task, and then click Save.
   • Change the progress of the task by selecting an option from the Progress drop-down menu.
     • Progress options are To Do, In Progress, and Completed.
       
       
       

View and Edit a Task from a Profile

1. Navigate to the profile where the task is located.
2. Click the task on the Tasks card.
   • Click Inactive to view or edit tasks that have been inactivated.
     
     
     
3. Follow steps 4-5 from the above section to edit the task.