New Task

To start, go to Activities from the menu on the left and click on Task. Once you’re on the task list, you can create a new one by clicking the  button in the top-right corner. 
You can add New Task by filling in the fields set in the General tab and then clicking on the Save button.

The Name field is mandatory.

Task is automatically Assigned To the person who has created it. To edit this, click on the text box and type, an auto-suggestion list of users will appear.

You can set the Start Date, Due Date, start time and due time of the task.

The Status of the task such as started, not started, cancelled can be edited.

You can change the importance level of the task as High, Medium or Low through through the Priority field.

On the Related To field, you can type or choose from the auto-suggestion list of ConvergeHub regarding Accounts, Contacts, Leads, Cases and Users to whom you want to relate this task.

You can add the Description of the task.

You can set up a Reminder for the task.