Create A Task

Snapforce CRM provides the option for you to create a task in the system. All user levels have access to do this.


1.Login to Snapforce Crm with credentials. 

2.On the Upper right part of the dashboard click on Activities New task

3. Enter the task information. The only required field is Task Title. You can choose to add the account name and or lead name. 

          -Type In the task title

          - Select a Priority Level 

          - Choose the date you would like the task to be due on.

          - Choose the the User you would like to assign the task to .

           - You can also write task descriptions and task comments .

4. Click Add New task 

When creating a task you can create tasks for yourself or for other users .