Quick method
This method is available in My CRM | Calendar only.

This method allows you to create a new task fast, but you can specify the task subject only. Other task fields are automatically populated with the following default values:

  • Start Date/Time: <Current date and time>
  • Due Date/Time:<One day ahead of current date and time>
  • Action: To Do
  • Status: Pending
  • Priority: Normal
  • Territory: <Current user's territory>
  • Team: <Current user's team>
  • User: <Current user>

Fields not mentioned above are left blank. To change the default field values, you need to edit the task. For more information, see Editing a task.

To create a task using the quick method:

  1. Click My CRM | Calendar.
  2. Click the Tasks view.
  3. Type the task subject in the Quick Task text box in the top left corner of the calendar.
  4. Click Add.