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Tasks

Tasks serve as a versatile tool to prompt yourself or others about a variety of activities, from setting reminders to follow up with leads or contacts to organizing your workflow efficiently. This section is designed to guide you through the process of adding and effectively managing tasks to enhance your productivity and keep you on top of your responsibilities. Explore the features and functionalities that make task management seamless, ensuring you stay organized and never miss an important deadline or commitment.

  • Create a new Task

Book traversal links for Tasks

  • Creating a New Appointment
  • Up
  • Create a new Task

Topics in this section

  • Accounts
  • Navigation
  • Esteemed CRM
    • CRM entities
      • Companies
        • Create a new Company
      • Contacts
        • Create a new Contact
      • Appointments
        • Creating a New Appointment
      • Tasks
        • Create a new Task
      • Email Notifications
      • Tearsheets
        • Create a new Tearsheet
        • Sending a Mass Mailing
      • Conversations
      • Notes
  • Esteemed Sales
    • Sales entities
      • Leads
        • Create a new Lead
        • Leads list
        • Assigning Leads to Sales Team
      • Opportunities
        • Create a new Opportunity
        • Opportunities List
      • Deals
        • Creating a New Deal
      • Contracts
        • Master Contract
        • Contract Attachment
        • Contact Registration
        • Sign the Master Contract and Attachment
  • Esteemed ATS
    • ATS entities
      • Formatted Resume Generation Feature
      • Jobs
        • Create a new Job
      • Internal Submissions
        • Add Internal Submission
      • Interviews
        • Schedule an Interview
      • References
      • Offers
  • Esteemed ATS Pro
    • ATS Pro entities
      • Client Submissions
      • Placements
        • Create a new Placement
      • Performance Reviews
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