Create a task from the start menu

Create a task from anywhere in the BackOffice through the quick-create menu.

You can create a task from the quick-create menu in the top-right corner.

This is useful when you want to add a task without opening a customer first.

Click the plus icon in the top-right corner.

Select Task from the menu.

Enter at least a task name.

Add the customer manually if the task belongs to a relation.

Set the owner, employees, due date, priority, and other fields you need.

Choose the save option that fits your flow.

When you start here, the customer is not filled in automatically.

If the task belongs to a customer, select that relation yourself.

Can I create a task without a customer?

Yes.

This is useful for internal actions.

Why is the customer empty in this flow?

Because you create the task outside a customer card.

Can I still create a follow-up task right away?

Yes.

Use the save option that opens a new task after saving.

Last updated 3 months ago

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