How to add a task under a contact?
1. Click on the Contacts tab present on the nap bar.
2 - Select a Contact in which you want to add a task.
3 - Select Task tab and click on the New Task button.
4 - A window will open. Fill in the task details, and click the Save button.
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How to create a task in the calendar section.
Click Add in the calendar and select Task. Enter the task details. Add a notification (optional). Link a matter and upload files (optional). Click Save.How to add a new contact?
Go to the contacts module Click on “Add Contact” A contact creation form will appear and fill in the required details such as: Full name Email address Phone number Address Click “Save” or “Create contact”How can I create a new task?
Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.How do I link a task to a matter or client?
Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...How do I close a contact?
Open the Contacts section. Locate the contact you want to archive/deactivate. Click on the Active/Archived section. The contact will move to the Active/Archived list.