Home → Introduction to RubiCRM → Tasks/Alerts → Creating a task against an interaction

4.5. Creating a task against an interaction

Users can create tasks against an interaction to remind the user to follow up on the interaction on a specific date and time.

Select the Task For Self option to create a task for yourself as part of an interaction.

 

Once selected, enter the details for the task in the section shown below.

 

Click the video below to enlarge.

 

---

 

Create a task against an existing interaction

If the interaction has already been created and you wish to add a task against the interaction open the interaction and click the bell icon () and choose Add Task/Alert.

 

Fill in the details on the left to create a task for yourself.

Knowledge Tags

Task  /  Creating a task  /