Creating your 1st Task

  1. Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard.

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  2. Click on the “add new task” button on the right-hand side of your screen.

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  3. Select the “task type” drop down menu and select the type of task you would like to create. 

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  4. Add the required information. (Type of task, start date/time, and salesmen are required fields.)

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  5. Add any additional pertinent information about the task in the notes field.

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  6. Click save.

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    **These are the steps for adding any type of task.

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