Managing tasks

• Creating a task
• Editing a task
• Completing a task
• Deleting a task
• Viewing tasks
• Managing attached files
• Task fields

For information on how tasks are synchronized when Exchange Integration or Classic Outlook Integration is enabled, see the following:

Sage CRM feature	Related help topics
Exchange Integration	Synchronizing tasks
Classic Outlook Integration	Scheduling appointments and tasks in Sage CRM Scheduling appointments and tasks in Outlook