Create a task from a customer card

Create a task directly from a customer so the relation is already linked.

Create a task from a customer card when the follow-up belongs to one customer.

The customer is linked automatically.

You can create tasks only for existing customers and contact persons.

1

Open CRM

Go to CRM in the left menu.

2

Open the customer

Search for the customer you need.

Then open the customer card.

3

Open Tasks

Select Tasks.

Then click Add.

4

Enter the task name

Enter at least the task title.

This is the only required field.

5

Add the remaining details

Optionally set the owner, employees, dates, category, and priority.

6

Choose a save option

Save the task in the way that fits your flow.

Save options

• Save — save the task
• Save, email and close — save and send an email
• Save and create follow-up task — save and start the next task

Frequently asked questions

Is the customer filled in automatically?

Yes.

That is the main advantage of this flow.

Can I create a task from anywhere else too?

Yes.

You can also use the start menu.

Can I create a follow-up task right away?

Yes.

Use Save and create follow-up task.

Related topics

• Tasks
• Create a task from the start menu
• Customers