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How to Add Web Version Unit Tasks

Article author
Learning Center Mekari
  • Updated

In the Task menu, you can add any task you want. The following are steps that you can use as a reference in adding tasks to the Web.

  1. Select the Task menu.
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  2. Click "+Add Task" and select "Add Task".
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  3. When adding a task, make sure the column fields that you need to know are already in the Qontak CRM task field so that when filling out the information that you will enter is filled accordingly.
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    When filling out, you must pay attention to the red asterisk (*) with the name of the field, which means that you are required to fill in the field.

  4. After the data is filled in, click the "Create Task" button to save the data. In addition to saving the data, you can also click the "Cancel" button if you don't want to save the data.
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