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Create a task without a deal

The standalone task is created without opening a deal.

Before you start

  • Access to the Tasks page.

Watch the walkthrough

Step by step

  1. Open Tasks in the menu and click New task.

  2. Enter the title and an optional description.

  3. Set the due date and time, priority and assignee before creating it.

  4. Click Create task. Check the corresponding group; if you assigned it to someone else or left it unassigned, use Everyone to find it.

Check your result

The standalone task is created without opening a deal.

What you need to know

  • The title is required. A task without a due date appears under No due date.
  • The list keeps its current filter. If you assigned the task to someone else, use Everyone or select that assignee to find it.
  • The description is saved but does not appear in the task list. Cancel closes the form without creating the task.
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