Home → Introduction to RubiCRM → Tasks/Alerts → Creating a task for an activity item for another user

4.8. Creating a task for an activity item for another user

Users can create tasks against an activity item for another RubiCRM user in the system. The task can be used 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 on both the left-hand side and right-hand side of the popup.

 

← Creating a task against an activity item Adding your task to your Outlook calendar →
Knowledge Tags
Task  /  Create a task  / 

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