Home → Introduction to RubiCRM → Tasks/Alerts → Creating a task against an activity item
4.7. Creating a task against an activity item
Users can create tasks against an activity item to remind the user to follow up on the item on a specific date and time.
Open the activity item and hover over the bell icon (). Select the New Task option to create a task.
Once selected, enter the details for the task in the section shown below.
← Creating a task against an interaction for another user
Creating a task for an activity item for another user →
This page was: Helpful |
Not Helpful