Creating tasks

To create a task, navigate to any object that you want to log a task for and go to the Activity section. Take a look at the following screenshot:

From the preceding screenshot, we can see the following (the following nine points coincide with the numbers shown in the preceding screenshot):

1. I navigated to Mr. Jack Rogers.
2. Then, I navigated to the Activity section.
3. I filled in the subject of the task.
4. Then, I filled in the due date for when I wish to perform this task.
5. The name of the contact is pre-populated since I am on the contact record.
6. Then, I added the account that Jack is related to.
7. The task is assigned to me since I am the logged-in user.
8. I set the task to In Progress.
9. I saved the record.

After performing these steps, we can see that the task shows up in the Next Steps section, as shown in the following screenshot:

Once the task has been completed, you can check the Next Steps box to mark it as completed. This is highlighted as (1) in the following screenshot. You can then set up a follow-up task if needed (highlighted as 2 in the following screenshot):

Notice that the task now shows up in Past Activities, as shown here:

Now that we have learned how to create a task, let's take a look at how to log a call.