Home → Introduction to RubiCRM → Tasks/Alerts → Creating a general task

4.4. Creating a general task

You can create a general task at any time on any page in RubiCRM.

Please note currently general tasks can not be associated with a primary record (company). This will be available in a future update.

From the bottom left selection of options click the bell icon ().

 

Create a general task for yourself

When you click the bell icon the Tasks popup will open.

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

 

Create a general task for another user

When you click the bell icon the Tasks popup will open.

Fill in the details on the left and right to create a task for another user.

 

Knowledge Tags

Task  /  Creating a task  /