A task is anything that needs to get done by someone in your company. Examples include drafting a new contract, servicing a customer's equipment, or updating a price list.
Each task has some unique attributes:
Method 1: Creating a Task on the Tasks page:
To create a new task, click on the Tasks tab and press the New Task button. Fill in the task details and save.
Method 2: Creating a Task on a Record Page:
Go to a record (contact, company, deal, etc.)
Click on the Tasks tab under it. Click on the New Task button.
This works similar to Method 1, but automatically adds the record as a connected item.
Method 3: Adding a Task to a Note:
This method is useful to create action items from meeting notes.
First write a note and save it.
Then, go to the lower right corner of your note. A "New task" link will appear. Click on it.
A quick note pop-up will appear. The note and all of its connections will be automatically added to the task's connections list.