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How to set a task

Tasks are great for staying organized and on top of your to-do list. You can set tasks for yourself on any contact, company or job record. Here's how:

Step 1: Click Task

Task1.png

 

Step 2: Create the task for yourself or another user on your Crelate (Assign to:).

 

Task2.png

 

Step 3: Download to your personal calendar (optional).

 

Task3.png

Step 4: How to view all your tasks:

Task4.png

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