How do I add a task?

You can use tasks to remind yourself or someone else of pretty much anything. For example, given the number of leads, candidates, or contacts you inevitably converse with on a daily basis, you may want to create reminder tasks for each one so that you remember to follow up. For each task you create, you can add a reference to specific leads, candidates, contacts, opportunities, jobs, or placements that link back to the record.

You can add a task from the + Add drop-down (to the right of the Find), as well as from a record or list view preview slideout.

You can also create tasks and assign them to someone else. Note that when you do so, the assignee will not receive an email notification; rather, it will just appear on their list view. If it's a critical task, you may want to follow up the assignment with by sending an email of your own so you know they see it. Also, make sure the task you assign does not have the Private check box selected, as then they will not be able to see it.

Note: If you assign a task to someone else and do not also make them the owner of the task, you will retain a copy of that task on your own task list.