Create New Task from Pending Task Page

Follow the steps below to create New Task from Pending task Page

  1. Click on Calendar/ Task from Soffront CRM home screen then click on Pending Tasks on the Calendar page.
  2. Pending Task page opens.

  1. Click on the  icon to create new task.

4. Fill in all the details.

  • Task name: Type in a Task Name for your appointment. for example : Follow-up
  • Due By: Set a due date or deadline for your task. Click on the Due date field to bring up the calendar. Select a date from the calendar,then select time from the drop-down list.

  • Status: For a new Task, by default status will be Pending. You can change the status to Completed or Cancelled when required.
  • Reminder: You can set reminders for your appointments through Email or Popup. Select minutes, Hours, days or Week from the drop-down or type in the number of Minutes, hours, days or week you want the reminder to show up. You can also set two email or two pop-up reminders on different time. Or Click on add a reminder to add up to three reminders for your appointment.
  • Company:  Click on the search icon to search and link the Company.

  • Full Name: Once you select the Company, the full name will be added automatically.
  • Send Email: Click on the Envelope icon to send out an email to your contact.
  • Description: Type in a short description or a few details of the Task.
  • Repeat: Check repeat if it is a repetitive Task.

  • Start date: select a start date when you want to start the repeat.
  • End date: Select the end date from the calendar.
  • Repeat type: Select how frequently you want to repeat, daily, weekly, monthly or yearly.
  • Repeat every: Select the number of days, weeks, month or years you want to repeat this appointment.
  • Then click on Save.
  • Owner: Owner is the person who created the task or to whom it has been assigned.
  • Add a Note: Click on the dropdown to select note type. Then type in the note.

Note: If you need to change the status or the date of your task, you can add a note to your task and it will be saved under accounts/contacts notes.

  • Then click on Save to add task.