Home → Introduction to RubiCRM → Tasks/Alerts → How to create a task/alert

4.3. How to create a task/alert

There are many ways to create a task or alert.

You can create:

• A general task
• A task against an interaction
• A task against an interaction for another user
• A task against an activity item
• A task for an activity item for another user
• A general alert
• An alert against an interaction
• An alert against an activity item

 

Continue in this guide to see how you can create tasks and alerts in different ways.

Knowledge Tags

Task  /  Alert  /