Task

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Tasks are follow-ups that do not usually have a defined time or duration. They always have a date deadline, for example, they may be things you must remember to do by a certain time.

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No matter where you are in SuperOffice CRM, you can create a new task by clicking New > Task on the top bar.

Tasks can be displayed in the following places in SuperOffice CRM:

  • The Activities section tab in the Company screen
  • The Activities section tab in the Contact screen
  • The Activities section tab in the Sale screen
  • The Activities section tab in the Project screen
  • The Activities section tab in the Diary screen
Note

If you specify a start and end time for a task, it is entered in the diary at the correct day and time.

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